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 | $60,966 | $95,971-36.5% | $74,550-18.2% | $135,375-55.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.75% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,708 | $2,716-0.3% | $1,961+38.1% | $4,779-43.3% |
| Participant deferral / active EE | $3,236 | $3,843-15.8% | $3,108+4.1% | $5,609-42.3% |
| Admin fee / account holder | $3,084 | $6,522-52.7% | $5,060-39.0% | $10,827-71.5% |