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 | $91,493 | $138,065-33.7% | $123,544-25.9% | $135,375-32.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,375 | $5,151+159.6% | $4,628+189.0% | $4,779+179.9% |
| Participant deferral / active EE | $7,888 | $6,799+16.0% | $6,426+22.8% | $5,609+40.6% |
| Admin fee / account holder | $5,129 | $10,916-53.0% | $9,284-44.8% | $10,827-52.6% |