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 | $84,904 | $138,065-38.5% | $123,544-31.3% | $135,375-37.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.36% | 153.68%-157.0pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,448 | $5,151-33.1% | $4,628-25.5% | $4,779-27.8% |
| Participant deferral / active EE | $7,663 | $6,799+12.7% | $6,426+19.3% | $5,609+36.6% |
| Admin fee / account holder | $7,164 | $10,916-34.4% | $9,284-22.8% | $10,827-33.8% |