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 | $85,899 | $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 | -6.42% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,287 | $4,222+1.6% | $3,631+18.1% | $4,779-10.3% |
| Participant deferral / active EE | $4,907 | $4,682+4.8% | $4,082+20.2% | $5,609-12.5% |
| Admin fee / account holder | $2,088 | $6,674-68.7% | $5,478-61.9% | $10,827-80.7% |