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 | $90,682 | $180,449-49.7% | $154,107-41.2% | $135,375-33.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,114 | $6,035-48.4% | $5,298-41.2% | $4,779-34.8% |
| Participant deferral / active EE | $6,292 | $5,806+8.4% | $5,081+23.8% | $5,609+12.2% |
| Admin fee / account holder | $328 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |