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 | $95,550 | $160,055-40.3% | $140,016-31.8% | $135,375-29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.75% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,903 | $6,420-70.4% | $5,606-66.1% | $4,779-60.2% |
| Participant deferral / active EE | $3,929 | $7,642-48.6% | $6,927-43.3% | $5,609-30.0% |
| Admin fee / account holder | $7,556 | $13,328-43.3% | $10,705-29.4% | $10,827-30.2% |