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 | $113,470 | $97,757+16.1% | $83,848+35.3% | $135,375-16.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.24% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,045 | $4,222-51.5% | $3,631-43.7% | $4,779-57.2% |
| Participant deferral / active EE | $2,422 | $4,682-48.3% | $4,082-40.7% | $5,609-56.8% |
| Admin fee / account holder | $5,150 | $6,674-22.8% | $5,478-6.0% | $10,827-52.4% |