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 | $100,888 | $138,065-26.9% | $123,544-18.3% | $135,375-25.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.74% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,424 | $5,151-53.0% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $10,384 | $6,799+52.7% | $6,426+61.6% | $5,609+85.1% |
| Admin fee / account holder | $5,885 | $10,916-46.1% | $9,284-36.6% | $10,827-45.6% |