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 | $30,472 | $90,600-66.4% | $79,464-61.7% | $135,375-77.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.80% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,833 | $3,068-7.7% | $2,800+1.1% | $4,779-40.7% |
| Participant deferral / active EE | $7,576 | $4,050+87.1% | $3,704+104.6% | $5,609+35.1% |
| Admin fee / account holder | $3,517 | $5,907-40.5% | $5,113-31.2% | $10,827-67.5% |