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 | $68,505 | $97,757-29.9% | $83,848-18.3% | $135,375-49.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.85% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $17,026 | $4,222+303.3% | $3,631+368.9% | $4,779+256.3% |
| Participant deferral / active EE | $10,298 | $4,682+119.9% | $4,082+152.3% | $5,609+83.6% |
| Admin fee / account holder | $1,018 | $6,674-84.8% | $5,478-81.4% | $10,827-90.6% |