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 | $55,629 | $160,055-65.2% | $140,016-60.3% | $135,375-58.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.79% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,999 | $6,420-37.7% | $5,606-28.7% | $4,779-16.3% |
| Participant deferral / active EE | $13,300 | $7,642+74.0% | $6,927+92.0% | $5,609+137.1% |
| Admin fee / account holder | $2,085 | $13,328-84.4% | $10,705-80.5% | $10,827-80.7% |