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 | $74,481 | $138,065-46.1% | $123,544-39.7% | $135,375-45.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.01% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $7,712 | $5,151+49.7% | $4,628+66.6% | $4,779+61.4% |
| Participant deferral / active EE | $12,493 | $6,799+83.7% | $6,426+94.4% | $5,609+122.7% |
| Admin fee / account holder | $14,357 | $10,916+31.5% | $9,284+54.6% | $10,827+32.6% |