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 | $47,494 | $90,600-47.6% | $79,464-40.2% | $135,375-64.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $7,873 | $3,068+156.6% | $2,800+181.1% | $4,779+64.7% |
| Participant deferral / active EE | $12,397 | $4,050+206.1% | $3,704+234.7% | $5,609+121.0% |
| Admin fee / account holder | $1,822 | $5,907-69.2% | $5,113-64.4% | $10,827-83.2% |