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 | $59,642 | $138,065-56.8% | $123,544-51.7% | $135,375-55.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.97% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,100 | $5,151-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $3,388 | $6,799-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $4,182 | $10,916-61.7% | $9,284-55.0% | $10,827-61.4% |