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 | $93,261 | $180,449-48.3% | $154,107-39.5% | $135,375-31.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.90% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,953 | $6,035-1.4% | $5,298+12.4% | $4,779+24.6% |
| Participant deferral / active EE | $4,281 | $5,806-26.3% | $5,081-15.7% | $5,609-23.7% |
| Admin fee / account holder | $3,996 | $16,143-75.2% | $13,411-70.2% | $10,827-63.1% |