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 | $96,099 | $97,757-1.7% | $83,848+14.6% | $135,375-29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.74% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $5,556 | $4,222+31.6% | $3,631+53.0% | $4,779+16.3% |
| Participant deferral / active EE | $4,094 | $4,682-12.6% | $4,082+0.3% | $5,609-27.0% |
| Admin fee / account holder | $6,894 | $6,674+3.3% | $5,478+25.8% | $10,827-36.3% |