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 | $64,862 | $97,757-33.6% | $83,848-22.6% | $135,375-52.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.91% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,752 | $4,222-58.5% | $3,631-51.7% | $4,779-63.3% |
| Participant deferral / active EE | $1,948 | $4,682-58.4% | $4,082-52.3% | $5,609-65.3% |
| Admin fee / account holder | $15,000 | $6,674+124.8% | $5,478+173.8% | $10,827+38.5% |