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 | $69,161 | $138,065-49.9% | $123,544-44.0% | $135,375-48.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.61% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,474 | $5,151-71.4% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $3,862 | $6,799-43.2% | $6,426-39.9% | $5,609-31.1% |
| Admin fee / account holder | $1,346 | $10,916-87.7% | $9,284-85.5% | $10,827-87.6% |