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 | $32,762 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.54% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,026 | $5,151-21.9% | $4,628-13.0% | $4,779-15.8% |
| Participant deferral / active EE | $5,116 | $6,799-24.8% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $2,649 | $10,916-75.7% | $9,284-71.5% | $10,827-75.5% |