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 | $160,249 | $97,757+63.9% | $83,848+91.1% | $135,375+18.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.59% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $7,785 | $4,222+84.4% | $3,631+114.4% | $4,779+62.9% |
| Participant deferral / active EE | $6,044 | $4,682+29.1% | $4,082+48.1% | $5,609+7.8% |
| Admin fee / account holder | $6,589 | $6,674-1.3% | $5,478+20.3% | $10,827-39.1% |