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 | $31,081 | $138,065-77.5% | $123,544-74.8% | $135,375-77.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.62% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,306 | $5,151-74.7% | $4,628-71.8% | $4,779-72.7% |
| Participant deferral / active EE | $2,448 | $6,799-64.0% | $6,426-61.9% | $5,609-56.4% |
| Admin fee / account holder | $17,401 | $10,916+59.4% | $9,284+87.4% | $10,827+60.7% |