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 | $57,457 | $138,065-58.4% | $123,544-53.5% | $135,375-57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.69% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,782 | $5,151-7.2% | $4,628+3.3% | $4,779+0.1% |
| Participant deferral / active EE | $15,895 | $6,799+133.8% | $6,426+147.4% | $5,609+183.4% |
| Admin fee / account holder | $3,513 | $10,916-67.8% | $9,284-62.2% | $10,827-67.6% |