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 | $70,770 | $135,635-47.8% | $110,238-35.8% | $135,375-47.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.68% | 513.19%-515.9pp | 314.74%-317.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,963 | $4,906-60.0% | $3,826-48.7% | $4,779-58.9% |
| Participant deferral / active EE | $7,168 | $5,506+30.2% | $4,672+53.4% | $5,609+27.8% |
| Admin fee / account holder | $434 | $11,457-96.2% | $8,547-94.9% | $10,827-96.0% |