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 | $45,694 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.59% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,288 | $5,243-18.2% | $4,814-10.9% | $4,740-9.5% |
| Participant deferral / active EE | $8,291 | $7,799+6.3% | $7,446+11.3% | $6,400+29.6% |
| Admin fee / account holder | $4,570 | $11,571-60.5% | $10,010-54.3% | $11,426-60.0% |