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 | $97,860 | $99,640-1.8% | $86,436+13.2% | $134,475-27.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -14.16% | 6782.58%-6796.7pp | 4394.89%-4409.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,395 | $4,400-68.3% | $3,769-63.0% | $4,740-70.6% |
| Participant deferral / active EE | $7,900 | $7,246+9.0% | $6,952+13.6% | $6,400+23.4% |
| Admin fee / account holder | $4,948 | $8,371-40.9% | $6,731-26.5% | $11,426-56.7% |