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 | $63,194 | $180,449-65.0% | $154,107-59.0% | $135,375-53.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,831 | $6,035-20.0% | $5,298-8.8% | $4,779+1.1% |
| Participant deferral / active EE | $4,944 | $5,806-14.8% | $5,081-2.7% | $5,609-11.9% |
| Admin fee / account holder | $71,429 | $16,143+342.5% | $13,411+432.6% | $10,827+559.7% |