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 | $57,437 | $138,065-58.4% | $123,544-53.5% | $135,375-57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.39% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,252 | $5,151-56.3% | $4,628-51.3% | $4,779-52.9% |
| Participant deferral / active EE | $5,777 | $6,799-15.0% | $6,426-10.1% | $5,609+3.0% |
| Admin fee / account holder | $1,769 | $10,916-83.8% | $9,284-80.9% | $10,827-83.7% |