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 | $102,885 | $138,065-25.5% | $123,544-16.7% | $135,375-24.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.21% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,576 | $5,151-50.0% | $4,628-44.3% | $4,779-46.1% |
| Participant deferral / active EE | $8,326 | $6,799+22.5% | $6,426+29.6% | $5,609+48.4% |
| Admin fee / account holder | $30,674 | $10,916+181.0% | $9,284+230.4% | $10,827+183.3% |