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 | $94,803 | $138,044-31.3% | $125,339-24.4% | $134,475-29.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.94% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,838 | $5,243-26.8% | $4,814-20.3% | $4,740-19.0% |
| Participant deferral / active EE | $6,649 | $7,799-14.7% | $7,446-10.7% | $6,400+3.9% |
| Admin fee / account holder | $3,991 | $11,571-65.5% | $10,010-60.1% | $11,426-65.1% |