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 | $64,107 | $95,971-33.2% | $74,550-14.0% | $135,375-52.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.85% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,630 | $2,716-40.0% | $1,961-16.9% | $4,779-65.9% |
| Participant deferral / active EE | $2,502 | $3,843-34.9% | $3,108-19.5% | $5,609-55.4% |
| Admin fee / account holder | $1,321 | $6,522-79.8% | $5,060-73.9% | $10,827-87.8% |