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 7-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 | $104,244 | $190,805-45.4% | $159,960-34.8% | $134,475-22.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.14% | 552.23%-570.4pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $18,591 | $4,995+272.2% | $4,226+339.9% | $4,740+292.2% |
| Participant deferral / active EE | $11,857 | $6,923+71.3% | $6,182+91.8% | $6,400+85.3% |
| Admin fee / account holder | $3,908 | $10,471-62.7% | $8,698-55.1% | $11,426-65.8% |