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 | $60,929 | $168,632-63.9% | $147,614-58.7% | $125,391-51.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.84% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $15,283 | $6,252+144.4% | $5,564+174.6% | $4,866+214.1% |
| Participant deferral / active EE | $8,344 | $5,507+51.5% | $4,895+70.5% | $5,352+55.9% |
| Admin fee / account holder | $1,611 | $13,580-88.1% | $11,611-86.1% | $9,540-83.1% |