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 | $76,231 | $97,757-22.0% | $83,848-9.1% | $135,375-43.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.53% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,601 | $4,222+56.4% | $3,631+81.8% | $4,779+38.1% |
| Participant deferral / active EE | $11,100 | $4,682+137.1% | $4,082+172.0% | $5,609+97.9% |
| Admin fee / account holder | $732 | $6,674-89.0% | $5,478-86.6% | $10,827-93.2% |