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 | $50,482 | $138,065-63.4% | $123,544-59.1% | $135,375-62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.28% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,779 | $5,151-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $7,698 | $6,799+13.2% | $6,426+19.8% | $5,609+37.2% |
| Admin fee / account holder | $32,375 | $10,916+196.6% | $9,284+248.7% | $10,827+199.0% |