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 | $49,170 | $138,065-64.4% | $123,544-60.2% | $135,375-63.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.38% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,430 | $5,151-33.4% | $4,628-25.9% | $4,779-28.2% |
| Participant deferral / active EE | $10,500 | $6,799+54.4% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $30,907 | $10,916+183.1% | $9,284+232.9% | $10,827+185.5% |