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 | $57,654 | $160,055-64.0% | $140,016-58.8% | $135,375-57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.28% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $6,064 | $6,420-5.5% | $5,606+8.2% | $4,779+26.9% |
| Participant deferral / active EE | $8,708 | $7,642+14.0% | $6,927+25.7% | $5,609+55.3% |
| Admin fee / account holder | $3,918 | $13,328-70.6% | $10,705-63.4% | $10,827-63.8% |