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 | $84,626 | $92,703-8.7% | $82,719+2.3% | $134,475-37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.79% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,230 | $3,274-1.3% | $3,009+7.3% | $4,740-31.9% |
| Participant deferral / active EE | $10,632 | $4,802+121.4% | $4,395+141.9% | $6,400+66.1% |
| Admin fee / account holder | $6,226 | $5,983+4.1% | $5,329+16.8% | $11,426-45.5% |