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 | $87,611 | $97,757-10.4% | $83,848+4.5% | $135,375-35.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.89% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,147 | $4,222-25.5% | $3,631-13.3% | $4,779-34.2% |
| Participant deferral / active EE | $8,969 | $4,682+91.6% | $4,082+119.8% | $5,609+59.9% |
| Admin fee / account holder | $2,709 | $6,674-59.4% | $5,478-50.5% | $10,827-75.0% |