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 | $33,536 | $138,065-75.7% | $123,544-72.9% | $135,375-75.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.88% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,721 | $5,151-27.8% | $4,628-19.6% | $4,779-22.1% |
| Participant deferral / active EE | $3,770 | $6,799-44.6% | $6,426-41.3% | $5,609-32.8% |
| Admin fee / account holder | $1,460 | $10,916-86.6% | $9,284-84.3% | $10,827-86.5% |