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 8-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 | $100,665 | $138,065-27.1% | $123,544-18.5% | $135,375-25.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.55% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,504 | $5,151-32.0% | $4,628-24.3% | $4,779-26.7% |
| Participant deferral / active EE | $12,574 | $6,799+84.9% | $6,426+95.7% | $5,609+124.2% |
| Admin fee / account holder | $20,961 | $10,916+92.0% | $9,284+125.8% | $10,827+93.6% |