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 | $94,478 | $106,543-11.3% | $91,220+3.6% | $134,475-29.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.01% | 160.60%-179.6pp | 114.01%-133.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $10,120 | $3,331+203.9% | $2,850+255.1% | $4,740+113.5% |
| Participant deferral / active EE | $4,397 | $4,719-6.8% | $4,234+3.9% | $6,400-31.3% |
| Admin fee / account holder | $23,299 | $6,231+273.9% | $5,420+329.9% | $11,426+103.9% |