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 | $66,666 | $138,065-51.7% | $123,544-46.0% | $135,375-50.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,952 | $5,151-62.1% | $4,628-57.8% | $4,779-59.2% |
| Participant deferral / active EE | $2,597 | $6,799-61.8% | $6,426-59.6% | $5,609-53.7% |
| Admin fee / account holder | $1,257 | $10,916-88.5% | $9,284-86.5% | $10,827-88.4% |