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 | $59,441 | $135,635-56.2% | $110,238-46.1% | $135,375-56.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.39% | 513.19%-516.6pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $6,850 | $4,906+39.6% | $3,826+79.0% | $4,779+43.3% |
| Participant deferral / active EE | $6,317 | $5,506+14.7% | $4,672+35.2% | $5,609+12.6% |
| Admin fee / account holder | $25,688 | $11,457+124.2% | $8,547+200.5% | $10,827+137.3% |