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 | $26,836 | $138,065-80.6% | $123,544-78.3% | $135,375-80.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,082 | $5,151-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $2,325 | $6,799-65.8% | $6,426-63.8% | $5,609-58.5% |
| Admin fee / account holder | $15,025 | $10,916+37.6% | $9,284+61.8% | $10,827+38.8% |