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 | $71,939 | $190,805-62.3% | $159,960-55.0% | $134,475-46.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.07% | 552.23%-557.3pp | 408.60%-413.7pp | 417.96%-423.0pp |
| Employer contribution / active EE | $14,926 | $4,995+198.8% | $4,226+253.2% | $4,740+214.9% |
| Participant deferral / active EE | $9,437 | $6,923+36.3% | $6,182+52.6% | $6,400+47.5% |
| Admin fee / account holder | $1,256 | $10,471-88.0% | $8,698-85.6% | $11,426-89.0% |