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 8-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 | $80,799 | $105,998-23.8% | $92,233-12.4% | $147,584-45.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $16,296 | $4,333+276.1% | $3,679+342.9% | $4,876+234.2% |
| Participant deferral / active EE | $5,106 | $4,478+14.0% | $3,897+31.0% | $5,439-6.1% |
| Admin fee / account holder | $1,166 | $6,332-81.6% | $5,194-77.5% | $10,885-89.3% |