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 | $57,530 | $138,044-58.3% | $125,339-54.1% | $134,475-57.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,339 | $5,243-55.4% | $4,814-51.4% | $4,740-50.7% |
| Participant deferral / active EE | $13,128 | $7,799+68.3% | $7,446+76.3% | $6,400+105.1% |
| Admin fee / account holder | $893 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |