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 | $78,463 | $180,449-56.5% | $154,107-49.1% | $135,375-42.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.61% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,209 | $6,035-13.7% | $5,298-1.7% | $4,779+9.0% |
| Participant deferral / active EE | $5,078 | $5,806-12.5% | $5,0810% | $5,609-9.5% |
| Admin fee / account holder | $1,027 | $16,143-93.6% | $13,411-92.3% | $10,827-90.5% |