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 | $53,043 | $97,757-45.7% | $83,848-36.7% | $135,375-60.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.36% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,057 | $4,222-3.9% | $3,631+11.7% | $4,779-15.1% |
| Participant deferral / active EE | $6,276 | $4,682+34.0% | $4,082+53.8% | $5,609+11.9% |
| Admin fee / account holder | $6,889 | $6,674+3.2% | $5,478+25.7% | $10,827-36.4% |