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 | $38,416 | $138,065-72.2% | $123,544-68.9% | $135,375-71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.74% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,044 | $5,151-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $7,902 | $6,799+16.2% | $6,426+23.0% | $5,609+40.9% |
| Admin fee / account holder | $24,024 | $10,916+120.1% | $9,284+158.8% | $10,827+121.9% |