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 5-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 | $58,852 | $106,543-44.8% | $91,220-35.5% | $134,475-56.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.81% | 160.60%-179.4pp | 114.01%-132.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $10,032 | $3,331+201.2% | $2,850+252.0% | $4,740+111.7% |
| Participant deferral / active EE | $5,918 | $4,719+25.4% | $4,234+39.8% | $6,400-7.5% |
| Admin fee / account holder | $13,077 | $6,231+109.9% | $5,420+141.3% | $11,426+14.5% |