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 | $66,065 | $138,065-52.1% | $123,544-46.5% | $135,375-51.2% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $10,258 | $5,151+99.1% | $4,628+121.7% | $4,779+114.6% |
| Participant deferral / active EE | $5,700 | $6,799-16.2% | $6,426-11.3% | $5,609+1.6% |
| Admin fee / account holder | $918 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |