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 | $98,704 | $99,640-0.9% | $86,436+14.2% | $134,475-26.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.54% | 6782.58%-6799.1pp | 4394.89%-4411.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,625 | $4,400-63.1% | $3,769-56.9% | $4,740-65.7% |
| Participant deferral / active EE | $8,886 | $7,246+22.6% | $6,952+27.8% | $6,400+38.8% |
| Admin fee / account holder | $3,202 | $8,371-61.8% | $6,731-52.4% | $11,426-72.0% |