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 | $49,411 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.82% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $9,609 | $5,151+86.5% | $4,628+107.6% | $4,779+101.1% |
| Participant deferral / active EE | $8,508 | $6,799+25.1% | $6,426+32.4% | $5,609+51.7% |
| Admin fee / account holder | $5,891 | $10,916-46.0% | $9,284-36.5% | $10,827-45.6% |