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 | $75,110 | $135,635-44.6% | $110,238-31.9% | $135,375-44.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.28% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,565 | $4,906-68.1% | $3,826-59.1% | $4,779-67.2% |
| Participant deferral / active EE | $2,816 | $5,506-48.9% | $4,672-39.7% | $5,609-49.8% |
| Admin fee / account holder | $3,370 | $11,457-70.6% | $8,547-60.6% | $10,827-68.9% |