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 | $51,909 | $138,065-62.4% | $123,544-58.0% | $135,375-61.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.46% | 153.68%-157.1pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $9,669 | $5,151+87.7% | $4,628+108.9% | $4,779+102.3% |
| Participant deferral / active EE | $8,329 | $6,799+22.5% | $6,426+29.6% | $5,609+48.5% |
| Admin fee / account holder | $880 | $10,916-91.9% | $9,284-90.5% | $10,827-91.9% |