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 | $100,602 | $95,971+4.8% | $74,550+34.9% | $135,375-25.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.57% | 56.96%-65.5pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,131 | $2,716-58.3% | $1,961-42.3% | $4,779-76.3% |
| Participant deferral / active EE | $9,092 | $3,843+136.6% | $3,108+192.5% | $5,609+62.1% |
| Admin fee / account holder | $1,414 | $6,522-78.3% | $5,060-72.1% | $10,827-86.9% |