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 | $83,416 | $152,509-45.3% | $117,472-29.0% | $134,475-38.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.30% | 52.99%-66.3pp | 29.74%-43.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,802 | $5,571-13.8% | $4,176+15.0% | $4,740+1.3% |
| Participant deferral / active EE | $2,500 | $4,818-48.1% | $4,070-38.6% | $6,400-60.9% |
| Admin fee / account holder | $78,891 | $7,004+1026.4% | $5,645+1297.6% | $11,426+590.5% |