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 | $40,482 | $168,632-76.0% | $147,614-72.6% | $125,391-67.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.78% | 77.65%-79.4pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,333 | $6,252-46.7% | $5,564-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $2,991 | $5,507-45.7% | $4,895-38.9% | $5,352-44.1% |
| Admin fee / account holder | $4,238 | $13,580-68.8% | $11,611-63.5% | $9,540-55.6% |