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 | $82,724 | $97,757-15.4% | $83,848-1.3% | $135,375-38.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.96% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,960 | $4,222+41.2% | $3,631+64.1% | $4,779+24.7% |
| Participant deferral / active EE | $5,545 | $4,682+18.4% | $4,082+35.9% | $5,609-1.1% |
| Admin fee / account holder | $1,522 | $6,674-77.2% | $5,478-72.2% | $10,827-85.9% |