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 | $89,122 | $138,065-35.4% | $123,544-27.9% | $135,375-34.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.93% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,157 | $5,151-19.3% | $4,628-10.2% | $4,779-13.0% |
| Participant deferral / active EE | $9,330 | $6,799+37.2% | $6,426+45.2% | $5,609+66.4% |
| Admin fee / account holder | $46,170 | $10,916+323.0% | $9,284+397.3% | $10,827+326.4% |