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 | $111,584 | $138,044-19.2% | $125,339-11.0% | $134,475-17.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.24% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,104 | $5,243-59.9% | $4,814-56.3% | $4,740-55.6% |
| Participant deferral / active EE | $6,559 | $7,799-15.9% | $7,446-11.9% | $6,400+2.5% |
| Admin fee / account holder | $2,894 | $11,571-75.0% | $10,010-71.1% | $11,426-74.7% |