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 | $60,929 | $101,283-39.8% | $75,826-19.6% | $135,375-55.0% |
| Participation rate | 92.3% | 72.7%+19.6pp | 68.2%+24.1pp | 82.6%+9.7pp |
| Annual return | -7.27% | 3384.62%-3391.9pp | 1914.15%-1921.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,546 | $2,382+48.8% | $1,913+85.3% | $4,779-25.8% |
| Participant deferral / active EE | $2,633 | $3,469-24.1% | $2,862-8.0% | $5,609-53.1% |
| Admin fee / account holder | $11,435 | $6,539+74.9% | $4,726+142.0% | $10,827+5.6% |