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 | $60,852 | $56,199+8.3% | $67,652-10.1% | $59,632+2.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.61% | 18505.31%-18505.9pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,659 | $1,614+126.6% | $2,266+61.5% | $2,203+66.1% |
| Participant deferral / active EE | $2,520 | $2,844-11.4% | $3,560-29.2% | $3,192-21.0% |
| Admin fee / account holder | $1,448 | $3,958-63.4% | $4,821-70.0% | $4,297-66.3% |