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 | $60,799 | $138,065-56.0% | $123,544-50.8% | $135,375-55.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,505 | $5,151+45.7% | $4,628+62.2% | $4,779+57.1% |
| Participant deferral / active EE | $9,741 | $6,799+43.3% | $6,426+51.6% | $5,609+73.7% |
| Admin fee / account holder | $42,170 | $10,916+286.3% | $9,284+354.2% | $10,827+289.5% |