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 | $92,251 | $97,757-5.6% | $83,848+10.0% | $135,375-31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.49% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,093 | $4,222-50.4% | $3,631-42.4% | $4,779-56.2% |
| Participant deferral / active EE | $8,689 | $4,682+85.6% | $4,082+112.9% | $5,609+54.9% |
| Admin fee / account holder | $906 | $6,674-86.4% | $5,478-83.5% | $10,827-91.6% |