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 | $54,966 | $138,065-60.2% | $123,544-55.5% | $135,375-59.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.39% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $5,002 | $5,151-2.9% | $4,628+8.1% | $4,779+4.7% |
| Participant deferral / active EE | $7,690 | $6,799+13.1% | $6,426+19.7% | $5,609+37.1% |
| Admin fee / account holder | $8,320 | $10,916-23.8% | $9,284-10.4% | $10,827-23.2% |