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 | $56,847 | $180,449-68.5% | $154,107-63.1% | $135,375-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.11% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,143 | $6,035-14.8% | $5,298-2.9% | $4,779+7.6% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $381 | $16,143-97.6% | $13,411-97.2% | $10,827-96.5% |