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 | $60,319 | $160,055-62.3% | $140,016-56.9% | $135,375-55.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.39% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,587 | $6,420-75.3% | $5,606-71.7% | $4,779-66.8% |
| Participant deferral / active EE | $4,266 | $7,642-44.2% | $6,927-38.4% | $5,609-23.9% |
| Admin fee / account holder | $956 | $13,328-92.8% | $10,705-91.1% | $10,827-91.2% |