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 | $46,899 | $90,600-48.2% | $79,464-41.0% | $135,375-65.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.61% | 977.43%-984.0pp | 718.14%-724.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,756 | $3,068+22.4% | $2,800+34.1% | $4,779-21.4% |
| Participant deferral / active EE | $7,827 | $4,050+93.3% | $3,704+111.3% | $5,609+39.6% |
| Admin fee / account holder | $2,471 | $5,907-58.2% | $5,113-51.7% | $10,827-77.2% |