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 | $82,031 | $97,757-16.1% | $83,848-2.2% | $135,375-39.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.97% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $15,964 | $4,222+278.1% | $3,631+339.7% | $4,779+234.1% |
| Participant deferral / active EE | $13,500 | $4,682+188.3% | $4,082+230.8% | $5,609+140.7% |
| Admin fee / account holder | $575 | $6,674-91.4% | $5,478-89.5% | $10,827-94.7% |