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 | $58,482 | $90,600-35.4% | $79,464-26.4% | $135,375-56.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.17% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $6,485 | $3,068+111.4% | $2,800+131.6% | $4,779+35.7% |
| Participant deferral / active EE | $2,770 | $4,050-31.6% | $3,704-25.2% | $5,609-50.6% |
| Admin fee / account holder | $6,148 | $5,907+4.1% | $5,113+20.2% | $10,827-43.2% |