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 | $58,678 | $135,635-56.7% | $110,238-46.8% | $135,375-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,163 | $4,906-55.9% | $3,826-43.5% | $4,779-54.7% |
| Participant deferral / active EE | $4,333 | $5,506-21.3% | $4,672-7.3% | $5,609-22.7% |
| Admin fee / account holder | $14,014 | $11,457+22.3% | $8,547+64.0% | $10,827+29.4% |