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 | $87,207 | $135,635-35.7% | $110,238-20.9% | $135,375-35.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,291 | $4,906-32.9% | $3,826-14.0% | $4,779-31.1% |
| Participant deferral / active EE | $6,052 | $5,506+9.9% | $4,672+29.5% | $5,609+7.9% |
| Admin fee / account holder | $1,733 | $11,457-84.9% | $8,547-79.7% | $10,827-84.0% |