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 | $106,860 | $67,331+58.7% | $60,874+75.5% | $134,475-20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -2.96% | 49.93%-52.9pp | 16.90%-19.9pp | 417.96%-420.9pp |
| Employer contribution / active EE | $5,006 | $3,096+61.7% | $2,701+85.3% | $4,740+5.6% |
| Participant deferral / active EE | $3,306 | $4,538-27.2% | $3,817-13.4% | $6,400-48.3% |
| Admin fee / account holder | $878 | $4,582-80.8% | $3,224-72.8% | $11,426-92.3% |