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 | $82,532 | $180,449-54.3% | $154,107-46.4% | $135,375-39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,404 | $6,035-60.2% | $5,298-54.6% | $4,779-49.7% |
| Participant deferral / active EE | $6,060 | $5,806+4.4% | $5,081+19.3% | $5,609+8.0% |
| Admin fee / account holder | $584 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |