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 | $48,928 | $138,065-64.6% | $123,544-60.4% | $135,375-63.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $9,539 | $5,151+85.2% | $4,628+106.1% | $4,779+99.6% |
| Participant deferral / active EE | $8,704 | $6,799+28.0% | $6,426+35.5% | $5,609+55.2% |
| Admin fee / account holder | $602 | $10,916-94.5% | $9,284-93.5% | $10,827-94.4% |