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 | $63,791 | $95,971-33.5% | $74,550-14.4% | $135,375-52.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.85% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $13,636 | $2,716+402.0% | $1,961+595.4% | $4,779+185.3% |
| Participant deferral / active EE | $11,241 | $3,843+192.5% | $3,108+261.7% | $5,609+100.4% |
| Admin fee / account holder | $36,482 | $6,522+459.4% | $5,060+621.1% | $10,827+237.0% |