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 | $71,649 | $90,600-20.9% | $79,464-9.8% | $135,375-47.1% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.65% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $681 | $3,068-77.8% | $2,800-75.7% | $4,779-85.8% |
| Participant deferral / active EE | $7,564 | $4,050+86.8% | $3,704+104.2% | $5,609+34.9% |
| Admin fee / account holder | $8,869 | $5,907+50.1% | $5,113+73.5% | $10,827-18.1% |