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 | $79,711 | $138,065-42.3% | $123,544-35.5% | $135,375-41.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.03% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,105 | $5,151-59.1% | $4,628-54.5% | $4,779-56.0% |
| Participant deferral / active EE | $3,292 | $6,799-51.6% | $6,426-48.8% | $5,609-41.3% |
| Admin fee / account holder | $14,389 | $10,916+31.8% | $9,284+55.0% | $10,827+32.9% |