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 | $79,728 | $160,055-50.2% | $140,016-43.1% | $135,375-41.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,104 | $6,420-20.5% | $5,606-8.9% | $4,779+6.8% |
| Participant deferral / active EE | $2,825 | $7,642-63.0% | $6,927-59.2% | $5,609-49.6% |
| Admin fee / account holder | $772 | $13,328-94.2% | $10,705-92.8% | $10,827-92.9% |