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 | $44,635 | $138,065-67.7% | $123,544-63.9% | $135,375-67.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $11,353 | $5,151+120.4% | $4,628+145.3% | $4,779+137.6% |
| Participant deferral / active EE | $6,950 | $6,799+2.2% | $6,426+8.2% | $5,609+23.9% |
| Admin fee / account holder | $6,203 | $10,916-43.2% | $9,284-33.2% | $10,827-42.7% |