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 | $61,879 | $160,055-61.3% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.41% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,878 | $6,420-55.2% | $5,606-48.7% | $4,779-39.8% |
| Participant deferral / active EE | $5,938 | $7,642-22.3% | $6,927-14.3% | $5,609+5.9% |
| Admin fee / account holder | $107,080 | $13,328+703.4% | $10,705+900.3% | $10,827+889.0% |