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 | $50,392 | $88,594-43.1% | $70,092-28.1% | $134,475-62.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.46% | 442.67%-454.1pp | 190.73%-202.2pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,580 | $3,233-20.2% | $2,559+0.8% | $4,740-45.6% |
| Participant deferral / active EE | $5,379 | $4,772+12.7% | $3,849+39.8% | $6,400-16.0% |
| Admin fee / account holder | $2,631 | $10,441-74.8% | $6,267-58.0% | $11,426-77.0% |