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 | $66,043 | $135,635-51.3% | $110,238-40.1% | $135,375-51.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.82% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,921 | $4,906-20.1% | $3,826+2.5% | $4,779-17.9% |
| Participant deferral / active EE | $8,233 | $5,506+49.5% | $4,672+76.2% | $5,609+46.8% |
| Admin fee / account holder | $12,970 | $11,457+13.2% | $8,547+51.7% | $10,827+19.8% |