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 | $49,844 | $138,065-63.9% | $123,544-59.7% | $135,375-63.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,402 | $5,151-14.5% | $4,628-4.9% | $4,779-7.9% |
| Participant deferral / active EE | $10,507 | $6,799+54.5% | $6,426+63.5% | $5,609+87.3% |
| Admin fee / account holder | $2,458 | $10,916-77.5% | $9,284-73.5% | $10,827-77.3% |