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 | $66,896 | $97,757-31.6% | $83,848-20.2% | $135,375-50.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.47% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,204 | $4,222+23.3% | $3,631+43.3% | $4,779+8.9% |
| Participant deferral / active EE | $5,467 | $4,682+16.8% | $4,082+33.9% | $5,609-2.5% |
| Admin fee / account holder | $3,104 | $6,674-53.5% | $5,478-43.3% | $10,827-71.3% |