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 | $36,397 | $135,635-73.2% | $110,238-67.0% | $135,375-73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.94% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,150 | $4,906-56.2% | $3,826-43.8% | $4,779-55.0% |
| Participant deferral / active EE | $9,217 | $5,506+67.4% | $4,672+97.3% | $5,609+64.3% |
| Admin fee / account holder | $504 | $11,457-95.6% | $8,547-94.1% | $10,827-95.3% |