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 | $50,269 | $138,065-63.6% | $123,544-59.3% | $135,375-62.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,989 | $5,151-61.4% | $4,628-57.0% | $4,779-58.4% |
| Participant deferral / active EE | $5,198 | $6,799-23.6% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $11,453 | $10,916+4.9% | $9,284+23.4% | $10,827+5.8% |