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 | $87,721 | $138,044-36.5% | $125,339-30.0% | $134,475-34.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.91% | 750.33%-764.2pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,828 | $5,243-46.1% | $4,814-41.3% | $4,740-40.3% |
| Participant deferral / active EE | $10,745 | $7,799+37.8% | $7,446+44.3% | $6,400+67.9% |
| Admin fee / account holder | $4,976 | $11,571-57.0% | $10,010-50.3% | $11,426-56.4% |