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 | $53,260 | $138,065-61.4% | $123,544-56.9% | $135,375-60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.94% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,415 | $5,151-53.1% | $4,628-47.8% | $4,779-49.5% |
| Participant deferral / active EE | $12,651 | $6,799+86.1% | $6,426+96.9% | $5,609+125.6% |
| Admin fee / account holder | $3,958 | $10,916-63.7% | $9,284-57.4% | $10,827-63.4% |