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 | $75,171 | $95,971-21.7% | $74,550+0.8% | $135,375-44.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.18% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $10,381 | $2,716+282.2% | $1,961+429.4% | $4,779+117.2% |
| Participant deferral / active EE | $8,495 | $3,843+121.0% | $3,108+173.3% | $5,609+51.5% |
| Admin fee / account holder | $376 | $6,522-94.2% | $5,060-92.6% | $10,827-96.5% |