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 | $35,150 | $97,757-64.0% | $83,848-58.1% | $135,375-74.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.35% | 1287.37%-1288.7pp | 850.88%-852.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,362 | $4,222-44.0% | $3,631-34.9% | $4,779-50.6% |
| Participant deferral / active EE | $8,837 | $4,682+88.7% | $4,082+116.5% | $5,609+57.6% |
| Admin fee / account holder | $8,487 | $6,674+27.2% | $5,478+54.9% | $10,827-21.6% |