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 | $60,969 | $135,635-55.0% | $110,238-44.7% | $135,375-55.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.61% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,142 | $4,906-36.0% | $3,826-17.9% | $4,779-34.3% |
| Participant deferral / active EE | $6,869 | $5,506+24.7% | $4,672+47.0% | $5,609+22.5% |
| Admin fee / account holder | $493 | $11,457-95.7% | $8,547-94.2% | $10,827-95.5% |