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 | $86,965 | $138,065-37.0% | $123,544-29.6% | $135,375-35.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,197 | $5,151-37.9% | $4,628-30.9% | $4,779-33.1% |
| Participant deferral / active EE | $5,555 | $6,799-18.3% | $6,426-13.6% | $5,609-1.0% |
| Admin fee / account holder | $6,428 | $10,916-41.1% | $9,284-30.8% | $10,827-40.6% |