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 | $100,017 | $138,044-27.5% | $125,339-20.2% | $134,475-25.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.37% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,215 | $5,243+18.5% | $4,814+29.1% | $4,740+31.1% |
| Participant deferral / active EE | $12,033 | $7,799+54.3% | $7,446+61.6% | $6,400+88.0% |
| Admin fee / account holder | $218,814 | $11,571+1791.0% | $10,010+2086.1% | $11,426+1815.1% |