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 | $99,044 | $135,635-27.0% | $110,238-10.2% | $135,375-26.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.49% | 513.19%-521.7pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $6,479 | $4,906+32.0% | $3,826+69.3% | $4,779+35.6% |
| Participant deferral / active EE | $15,484 | $5,506+181.2% | $4,672+231.4% | $5,609+176.1% |
| Admin fee / account holder | $2,393 | $11,457-79.1% | $8,547-72.0% | $10,827-77.9% |