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 | $55,482 | $138,065-59.8% | $123,544-55.1% | $135,375-59.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.75% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,485 | $5,151-51.8% | $4,628-46.3% | $4,779-48.0% |
| Participant deferral / active EE | $15,651 | $6,799+130.2% | $6,426+143.6% | $5,609+179.0% |
| Admin fee / account holder | $1,811 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |