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 | $57,924 | $180,449-67.9% | $154,107-62.4% | $135,375-57.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.41% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,906 | $6,035-51.8% | $5,298-45.1% | $4,779-39.2% |
| Participant deferral / active EE | $5,993 | $5,806+3.2% | $5,081+18.0% | $5,609+6.9% |
| Admin fee / account holder | $507 | $16,143-96.9% | $13,411-96.2% | $10,827-95.3% |