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 | $57,584 | $97,757-41.1% | $83,848-31.3% | $135,375-57.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.34% | 1287.37%-1290.7pp | 850.88%-854.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,887 | $4,222-31.6% | $3,631-20.5% | $4,779-39.6% |
| Participant deferral / active EE | $7,068 | $4,682+51.0% | $4,082+73.2% | $5,609+26.0% |
| Admin fee / account holder | $2,651 | $6,674-60.3% | $5,478-51.6% | $10,827-75.5% |