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 | $65,246 | $160,055-59.2% | $140,016-53.4% | $135,375-51.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.77% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $5,038 | $6,420-21.5% | $5,606-10.1% | $4,779+5.4% |
| Participant deferral / active EE | $4,356 | $7,642-43.0% | $6,927-37.1% | $5,609-22.3% |
| Admin fee / account holder | $17,255 | $13,328+29.5% | $10,705+61.2% | $10,827+59.4% |