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 | $76,402 | $138,065-44.7% | $123,544-38.2% | $135,375-43.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,570 | $5,151-11.3% | $4,628-1.2% | $4,779-4.4% |
| Participant deferral / active EE | $15,213 | $6,799+123.7% | $6,426+136.8% | $5,609+171.2% |
| Admin fee / account holder | $4,831 | $10,916-55.7% | $9,284-48.0% | $10,827-55.4% |