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 | $51,822 | $90,600-42.8% | $79,464-34.8% | $135,375-61.7% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -3.74% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,220 | $3,068+37.6% | $2,800+50.7% | $4,779-11.7% |
| Participant deferral / active EE | $6,615 | $4,050+63.3% | $3,704+78.6% | $5,609+17.9% |
| Admin fee / account holder | $11,758 | $5,907+99.1% | $5,113+130.0% | $10,827+8.6% |