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 | $97,851 | $138,044-29.1% | $125,339-21.9% | $134,475-27.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.92% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,749 | $5,243-9.4% | $4,814-1.3% | $4,740+0.2% |
| Participant deferral / active EE | $13,612 | $7,799+74.5% | $7,446+82.8% | $6,400+112.7% |
| Admin fee / account holder | $2,299 | $11,571-80.1% | $10,010-77.0% | $11,426-79.9% |