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 | $96,808 | $135,635-28.6% | $110,238-12.2% | $135,375-28.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.05% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,944 | $4,906-40.0% | $3,826-23.1% | $4,779-38.4% |
| Participant deferral / active EE | $6,334 | $5,506+15.0% | $4,672+35.6% | $5,609+12.9% |
| Admin fee / account holder | $2,890 | $11,457-74.8% | $8,547-66.2% | $10,827-73.3% |