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 | $31,686 | $90,600-65.0% | $79,464-60.1% | $135,375-76.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.39% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,488 | $3,068+46.3% | $2,800+60.2% | $4,779-6.1% |
| Participant deferral / active EE | $3,622 | $4,050-10.6% | $3,704-2.2% | $5,609-35.4% |
| Admin fee / account holder | $12,683 | $5,907+114.7% | $5,113+148.0% | $10,827+17.1% |