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 | $100,421 | $138,065-27.3% | $123,544-18.7% | $135,375-25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.91% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,281 | $5,151-55.7% | $4,628-50.7% | $4,779-52.3% |
| Participant deferral / active EE | $6,913 | $6,799+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $7,116 | $10,916-34.8% | $9,284-23.4% | $10,827-34.3% |