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 | $58,683 | $90,600-35.2% | $79,464-26.2% | $135,375-56.7% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -5.66% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,136 | $3,068+67.4% | $2,800+83.4% | $4,779+7.5% |
| Participant deferral / active EE | $1,415 | $4,050-65.1% | $3,704-61.8% | $5,609-74.8% |
| Admin fee / account holder | $25,706 | $5,907+335.2% | $5,113+402.8% | $10,827+137.4% |