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 | $95,927 | $95,9710% | $74,550+28.7% | $135,375-29.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.50% | 56.96%-58.5pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $425 | $2,716-84.4% | $1,961-78.3% | $4,779-91.1% |
| Participant deferral / active EE | $4,205 | $3,843+9.4% | $3,108+35.3% | $5,609-25.0% |
| Admin fee / account holder | $77,684 | $6,522+1091.2% | $5,060+1435.4% | $10,827+617.5% |