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 | $44,448 | $90,600-50.9% | $79,464-44.1% | $135,375-67.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.56% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,905 | $3,068+27.3% | $2,800+39.4% | $4,779-18.3% |
| Participant deferral / active EE | $7,506 | $4,050+85.3% | $3,704+102.7% | $5,609+33.8% |
| Admin fee / account holder | $172,564 | $5,907+2821.4% | $5,113+3275.0% | $10,827+1493.8% |