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 | $115,764 | $138,065-16.2% | $123,544-6.3% | $135,375-14.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $11,092 | $5,151+115.3% | $4,628+139.7% | $4,779+132.1% |
| Participant deferral / active EE | $5,217 | $6,799-23.3% | $6,426-18.8% | $5,609-7.0% |
| Admin fee / account holder | $1,172 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |