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 | $41,000 | $160,055-74.4% | $140,016-70.7% | $135,375-69.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.85% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $6,197 | $6,420-3.5% | $5,606+10.5% | $4,779+29.7% |
| Participant deferral / active EE | $8,976 | $7,642+17.5% | $6,927+29.6% | $5,609+60.0% |
| Admin fee / account holder | $1,332 | $13,328-90.0% | $10,705-87.6% | $10,827-87.7% |