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 | $29,625 | $90,600-67.3% | $79,464-62.7% | $135,375-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.82% | 977.43%-981.2pp | 718.14%-722.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,269 | $3,068-58.6% | $2,800-54.7% | $4,779-73.4% |
| Participant deferral / active EE | $5,563 | $4,050+37.3% | $3,704+50.2% | $5,609-0.8% |
| Admin fee / account holder | $25,131 | $5,907+325.5% | $5,113+391.5% | $10,827+132.1% |