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 | $61,257 | $138,065-55.6% | $123,544-50.4% | $135,375-54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.88% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $6,094 | $5,151+18.3% | $4,628+31.7% | $4,779+27.5% |
| Participant deferral / active EE | $13,936 | $6,799+105.0% | $6,426+116.9% | $5,609+148.5% |
| Admin fee / account holder | $1,478 | $10,916-86.5% | $9,284-84.1% | $10,827-86.4% |