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 | $81,876 | $138,065-40.7% | $123,544-33.7% | $135,375-39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.42% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $6,694 | $5,151+29.9% | $4,628+44.6% | $4,779+40.1% |
| Participant deferral / active EE | $9,257 | $6,799+36.1% | $6,426+44.1% | $5,609+65.0% |
| Admin fee / account holder | $11,500 | $10,916+5.4% | $9,284+23.9% | $10,827+6.2% |