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 | $47,985 | $97,757-50.9% | $83,848-42.8% | $135,375-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.61% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,808 | $4,222-33.5% | $3,631-22.7% | $4,779-41.2% |
| Participant deferral / active EE | $9,730 | $4,682+107.8% | $4,082+138.4% | $5,609+73.5% |
| Admin fee / account holder | $28,817 | $6,674+331.8% | $5,478+426.0% | $10,827+166.2% |