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 | $38,397 | $97,757-60.7% | $83,848-54.2% | $135,375-71.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.79% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,195 | $4,222-48.0% | $3,631-39.5% | $4,779-54.1% |
| Participant deferral / active EE | $5,142 | $4,682+9.8% | $4,082+26.0% | $5,609-8.3% |
| Admin fee / account holder | $39,231 | $6,674+487.8% | $5,478+616.1% | $10,827+262.3% |