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 | $26,786 | $97,757-72.6% | $83,848-68.1% | $135,375-80.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.12% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,550 | $4,222-63.3% | $3,631-57.3% | $4,779-67.6% |
| Participant deferral / active EE | $5,895 | $4,682+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $4,108 | $6,674-38.4% | $5,478-25.0% | $10,827-62.1% |