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 | $88,629 | $180,449-50.9% | $154,107-42.5% | $135,375-34.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $9,768 | $6,035+61.9% | $5,298+84.4% | $4,779+104.4% |
| Participant deferral / active EE | $7,590 | $5,806+30.7% | $5,081+49.4% | $5,609+35.3% |
| Admin fee / account holder | $2,797 | $16,143-82.7% | $13,411-79.1% | $10,827-74.2% |