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 | $43,557 | $135,635-67.9% | $110,238-60.5% | $135,375-67.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,514 | $4,906+12.4% | $3,826+44.1% | $4,779+15.4% |
| Participant deferral / active EE | $6,630 | $5,506+20.4% | $4,672+41.9% | $5,609+18.2% |
| Admin fee / account holder | $24,727 | $11,457+115.8% | $8,547+189.3% | $10,827+128.4% |