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 | $99,072 | $84,695+17.0% | $73,843+34.2% | $125,391-21.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.58% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $4,913 | $3,123+57.3% | $2,787+76.2% | $4,866+1.0% |
| Participant deferral / active EE | $6,458 | $3,992+61.7% | $3,583+80.2% | $5,352+20.7% |
| Admin fee / account holder | $14,750 | $5,691+159.2% | $4,880+202.2% | $9,540+54.6% |