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 | $49,175 | $160,055-69.3% | $140,016-64.9% | $135,375-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.32% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,134 | $6,420-66.8% | $5,606-61.9% | $4,779-55.4% |
| Participant deferral / active EE | $6,847 | $7,642-10.4% | $6,927-1.2% | $5,609+22.1% |
| Admin fee / account holder | $35,584 | $13,328+167.0% | $10,705+232.4% | $10,827+228.7% |