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 | $74,597 | $97,757-23.7% | $83,848-11.0% | $135,375-44.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.22% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $14,243 | $4,222+237.4% | $3,631+292.3% | $4,779+198.1% |
| Participant deferral / active EE | $11,052 | $4,682+136.0% | $4,082+170.8% | $5,609+97.0% |
| Admin fee / account holder | $1,696 | $6,674-74.6% | $5,478-69.0% | $10,827-84.3% |