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 | $85,415 | $160,055-46.6% | $140,016-39.0% | $135,375-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.99% | 911.38%-913.4pp | 651.12%-653.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,081 | $6,420-52.0% | $5,606-45.0% | $4,779-35.5% |
| Participant deferral / active EE | $4,943 | $7,642-35.3% | $6,927-28.6% | $5,609-11.9% |
| Admin fee / account holder | $953 | $13,328-92.9% | $10,705-91.1% | $10,827-91.2% |