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 | $69,601 | $138,065-49.6% | $123,544-43.7% | $135,375-48.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.52% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,064 | $5,151-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $11,087 | $6,799+63.1% | $6,426+72.6% | $5,609+97.7% |
| Admin fee / account holder | $7,081 | $10,916-35.1% | $9,284-23.7% | $10,827-34.6% |