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 9-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 | $58,270 | $135,635-57.0% | $110,238-47.1% | $135,375-57.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.85% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,043 | $4,906-78.7% | $3,826-72.7% | $4,779-78.2% |
| Participant deferral / active EE | $8,626 | $5,506+56.6% | $4,672+84.6% | $5,609+53.8% |
| Admin fee / account holder | $21,120 | $11,457+84.3% | $8,547+147.1% | $10,827+95.1% |