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 | $48,787 | $76,000-35.8% | $154,107-68.3% | $64,186-24.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.08% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,414 | $3,351-28.0% | $5,298-54.4% | $2,381+1.4% |
| Participant deferral / active EE | $3,883 | $3,175+22.3% | $5,081-23.6% | $3,470+11.9% |
| Admin fee / account holder | $10,565 | $5,596+88.8% | $13,411-21.2% | $4,888+116.1% |