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 | $95,725 | $97,757-2.1% | $83,848+14.2% | $135,375-29.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.17% | 1287.37%-1288.5pp | 850.88%-852.0pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,947 | $4,222-30.2% | $3,631-18.8% | $4,779-38.3% |
| Participant deferral / active EE | $6,809 | $4,682+45.4% | $4,082+66.8% | $5,609+21.4% |
| Admin fee / account holder | $3,471 | $6,674-48.0% | $5,478-36.6% | $10,827-67.9% |