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 | $42,275 | $138,044-69.4% | $125,339-66.3% | $134,475-68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.19% | 750.33%-760.5pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $4,025 | $5,243-23.2% | $4,814-16.4% | $4,740-15.1% |
| Participant deferral / active EE | $10,232 | $7,799+31.2% | $7,446+37.4% | $6,400+59.9% |
| Admin fee / account holder | $4,691 | $11,571-59.5% | $10,010-53.1% | $11,426-58.9% |