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 | $87,037 | $138,065-37.0% | $123,544-29.6% | $135,375-35.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.92% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $13,701 | $5,151+166.0% | $4,628+196.1% | $4,779+186.7% |
| Participant deferral / active EE | $9,966 | $6,799+46.6% | $6,426+55.1% | $5,609+77.7% |
| Admin fee / account holder | $703 | $10,916-93.6% | $9,284-92.4% | $10,827-93.5% |