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 | $105,967 | $67,331+57.4% | $60,874+74.1% | $134,475-21.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.09% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,431 | $3,096-53.8% | $2,701-47.0% | $4,740-69.8% |
| Participant deferral / active EE | $4,600 | $4,538+1.4% | $3,817+20.5% | $6,400-28.1% |
| Admin fee / account holder | $427 | $4,582-90.7% | $3,224-86.8% | $11,426-96.3% |