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 | $92,549 | $160,055-42.2% | $140,016-33.9% | $135,375-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.58% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,710 | $6,420-57.8% | $5,606-51.7% | $4,779-43.3% |
| Participant deferral / active EE | $9,380 | $7,642+22.7% | $6,927+35.4% | $5,609+67.2% |
| Admin fee / account holder | $1,948 | $13,328-85.4% | $10,705-81.8% | $10,827-82.0% |