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 | $62,844 | $135,635-53.7% | $110,238-43.0% | $135,375-53.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.34% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,170 | $4,906-35.4% | $3,826-17.2% | $4,779-33.7% |
| Participant deferral / active EE | $15,985 | $5,506+190.3% | $4,672+242.1% | $5,609+185.0% |
| Admin fee / account holder | $29,742 | $11,457+159.6% | $8,547+248.0% | $10,827+174.7% |