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 | $55,479 | $138,065-59.8% | $123,544-55.1% | $135,375-59.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.42% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,041 | $5,151-21.6% | $4,628-12.7% | $4,779-15.4% |
| Participant deferral / active EE | $12,066 | $6,799+77.5% | $6,426+87.8% | $5,609+115.1% |
| Admin fee / account holder | $956 | $10,916-91.2% | $9,284-89.7% | $10,827-91.2% |