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 | $56,155 | $197,825-71.6% | $155,790-64.0% | $125,391-55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.15% | 86.74%-88.9pp | 71.54%-73.7pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,698 | $4,847-65.0% | $3,836-55.7% | $4,866-65.1% |
| Participant deferral / active EE | $4,141 | $5,630-26.4% | $4,797-13.7% | $5,352-22.6% |
| Admin fee / account holder | $786 | $9,545-91.8% | $7,478-89.5% | $9,540-91.8% |