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 | $83,389 | $138,065-39.6% | $123,544-32.5% | $135,375-38.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,694 | $5,151-67.1% | $4,628-63.4% | $4,779-64.6% |
| Participant deferral / active EE | $3,154 | $6,799-53.6% | $6,426-50.9% | $5,609-43.8% |
| Admin fee / account holder | $9,898 | $10,916-9.3% | $9,284+6.6% | $10,827-8.6% |