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 | $63,245 | $138,044-54.2% | $125,339-49.5% | $134,475-53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.42% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $7,338 | $5,243+40.0% | $4,814+52.5% | $4,740+54.8% |
| Participant deferral / active EE | $15,147 | $7,799+94.2% | $7,446+103.4% | $6,400+136.7% |
| Admin fee / account holder | $2,917 | $11,571-74.8% | $10,010-70.9% | $11,426-74.5% |