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 | $85,902 | $97,757-12.1% | $83,848+2.4% | $135,375-36.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.92% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $7,426 | $4,682+58.6% | $4,082+81.9% | $5,609+32.4% |
| Admin fee / account holder | $3,203 | $6,674-52.0% | $5,478-41.5% | $10,827-70.4% |