See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,023 | $133,958-23.1% | $112,228-8.2% | $134,475-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.77% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,294 | $4,038+154.9% | $3,635+183.2% | $4,740+117.2% |
| Participant deferral / active EE | $7,456 | $5,291+40.9% | $4,728+57.7% | $6,400+16.5% |
| Admin fee / account holder | $4,122 | $7,489-45.0% | $6,410-35.7% | $11,426-63.9% |