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 | $59,877 | $138,044-56.6% | $125,339-52.2% | $134,475-55.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.15% | 750.33%-752.5pp | 572.05%-574.2pp | 417.96%-420.1pp |
| Employer contribution / active EE | $3,867 | $5,243-26.2% | $4,814-19.7% | $4,740-18.4% |
| Participant deferral / active EE | $17,667 | $7,799+126.5% | $7,446+137.3% | $6,400+176.1% |
| Admin fee / account holder | $6,830 | $11,571-41.0% | $10,010-31.8% | $11,426-40.2% |