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 | $62,586 | $160,055-60.9% | $140,016-55.3% | $135,375-53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.32% | 911.38%-913.7pp | 651.12%-653.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,127 | $6,420-35.7% | $5,606-26.4% | $4,779-13.6% |
| Participant deferral / active EE | $7,458 | $7,642-2.4% | $6,927+7.7% | $5,609+33.0% |
| Admin fee / account holder | $27,126 | $13,328+103.5% | $10,705+153.4% | $10,827+150.5% |