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 | $57,730 | $180,449-68.0% | $154,107-62.5% | $135,375-57.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.67% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,729 | $6,035-71.3% | $5,298-67.4% | $4,779-63.8% |
| Participant deferral / active EE | $4,402 | $5,806-24.2% | $5,081-13.3% | $5,609-21.5% |
| Admin fee / account holder | $10,329 | $16,143-36.0% | $13,411-23.0% | $10,827-4.6% |