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 | $83,656 | $160,055-47.7% | $140,016-40.3% | $135,375-38.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.32% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,745 | $6,420-10.5% | $5,606+2.5% | $4,779+20.2% |
| Participant deferral / active EE | $13,621 | $7,642+78.3% | $6,927+96.6% | $5,609+142.9% |
| Admin fee / account holder | $13,477 | $13,328+1.1% | $10,705+25.9% | $10,827+24.5% |