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 | $87,244 | $138,065-36.8% | $123,544-29.4% | $135,375-35.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.52% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,579 | $5,151-30.5% | $4,628-22.7% | $4,779-25.1% |
| Participant deferral / active EE | $6,909 | $6,799+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $6,513 | $10,916-40.3% | $9,284-29.8% | $10,827-39.8% |