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 | $53,094 | $95,971-44.7% | $74,550-28.8% | $135,375-60.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.50% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,000 | $2,716+84.1% | $1,961+155.0% | $4,779+4.6% |
| Participant deferral / active EE | $6,803 | $3,843+77.0% | $3,108+118.9% | $5,609+21.3% |
| Admin fee / account holder | $475 | $6,522-92.7% | $5,060-90.6% | $10,827-95.6% |