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 | $65,139 | $135,635-52.0% | $110,238-40.9% | $135,375-51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.73% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,188 | $4,906-14.6% | $3,826+9.4% | $4,779-12.4% |
| Participant deferral / active EE | $6,687 | $5,506+21.4% | $4,672+43.1% | $5,609+19.2% |
| Admin fee / account holder | $6,782 | $11,457-40.8% | $8,547-20.7% | $10,827-37.4% |