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 | $64,219 | $168,632-61.9% | $147,614-56.5% | $125,391-48.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.53% | 77.65%-78.2pp | 61.98%-62.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,807 | $6,252-55.1% | $5,564-49.6% | $4,866-42.3% |
| Participant deferral / active EE | $5,714 | $5,507+3.8% | $4,895+16.7% | $5,352+6.8% |
| Admin fee / account holder | $3,928 | $13,580-71.1% | $11,611-66.2% | $9,540-58.8% |