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 | $71,391 | $160,055-55.4% | $140,016-49.0% | $135,375-47.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.35% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,490 | $6,420-45.6% | $5,606-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $6,661 | $7,642-12.8% | $6,927-3.8% | $5,609+18.8% |
| Admin fee / account holder | $1,772 | $13,328-86.7% | $10,705-83.5% | $10,827-83.6% |