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 | $65,842 | $97,757-32.6% | $83,848-21.5% | $135,375-51.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.38% | 1287.37%-1293.7pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,103 | $4,222+20.9% | $3,631+40.6% | $4,779+6.8% |
| Participant deferral / active EE | $1,359 | $4,682-71.0% | $4,082-66.7% | $5,609-75.8% |
| Admin fee / account holder | $10,838 | $6,674+62.4% | $5,478+97.8% | $10,827+0.1% |