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 | $95,720 | $84,402+13.4% | $61,373+56.0% | $134,475-28.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -9.75% | 584.55%-594.3pp | 338.61%-348.4pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,782 | $1,544+209.6% | $1,159+312.5% | $4,740+0.9% |
| Participant deferral / active EE | $3,950 | $2,819+40.1% | $2,125+85.9% | $6,400-38.3% |
| Admin fee / account holder | $3,487 | $2,585+34.9% | $2,130+63.7% | $11,426-69.5% |