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 | $68,322 | $138,065-50.5% | $123,544-44.7% | $135,375-49.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,810 | $5,151-26.0% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $7,513 | $6,799+10.5% | $6,426+16.9% | $5,609+34.0% |
| Admin fee / account holder | $2,970 | $10,916-72.8% | $9,284-68.0% | $10,827-72.6% |