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 | $50,911 | $190,805-73.3% | $159,960-68.2% | $134,475-62.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.38% | 552.23%-566.6pp | 408.60%-423.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,363 | $4,995-52.7% | $4,226-44.1% | $4,740-50.1% |
| Participant deferral / active EE | $5,753 | $6,923-16.9% | $6,182-7.0% | $6,400-10.1% |
| Admin fee / account holder | $23,815 | $10,471+127.4% | $8,698+173.8% | $11,426+108.4% |