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 | $63,333 | $97,757-35.2% | $83,848-24.5% | $135,375-53.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.44% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,586 | $4,222-38.8% | $3,631-28.8% | $4,779-45.9% |
| Participant deferral / active EE | $6,530 | $4,682+39.5% | $4,082+60.0% | $5,609+16.4% |
| Admin fee / account holder | $3,814 | $6,674-42.9% | $5,478-30.4% | $10,827-64.8% |