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 | $62,622 | $138,065-54.6% | $123,544-49.3% | $135,375-53.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.49% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,316 | $5,151-16.2% | $4,628-6.7% | $4,779-9.7% |
| Participant deferral / active EE | $9,594 | $6,799+41.1% | $6,426+49.3% | $5,609+71.1% |
| Admin fee / account holder | $867 | $10,916-92.1% | $9,284-90.7% | $10,827-92.0% |