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 | $102,219 | $190,805-46.4% | $159,960-36.1% | $134,475-24.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.09% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,545 | $4,995-9.0% | $4,226+7.6% | $4,740-4.1% |
| Participant deferral / active EE | $17,285 | $6,923+149.7% | $6,182+179.6% | $6,400+170.1% |
| Admin fee / account holder | $356 | $10,471-96.6% | $8,698-95.9% | $11,426-96.9% |