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 | $60,076 | $190,805-68.5% | $159,960-62.4% | $134,475-55.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.07% | 552.23%-569.3pp | 408.60%-425.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,823 | $4,995-43.5% | $4,226-33.2% | $4,740-40.4% |
| Participant deferral / active EE | $5,789 | $6,923-16.4% | $6,182-6.4% | $6,400-9.5% |
| Admin fee / account holder | $5,257 | $10,471-49.8% | $8,698-39.6% | $11,426-54.0% |