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 | $81,037 | $160,055-49.4% | $140,016-42.1% | $135,375-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.00% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,466 | $6,420-61.6% | $5,606-56.0% | $4,779-48.4% |
| Participant deferral / active EE | $3,234 | $7,642-57.7% | $6,927-53.3% | $5,609-42.3% |
| Admin fee / account holder | $53,750 | $13,328+303.3% | $10,705+402.1% | $10,827+396.4% |