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 | $46,713 | $82,630-43.5% | $64,105-27.1% | $125,391-62.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.19% | 1489.72%-1492.9pp | 791.24%-794.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $10,476 | $2,671+292.2% | $1,820+475.6% | $4,866+115.3% |
| Participant deferral / active EE | $4,500 | $3,608+24.7% | $2,822+59.5% | $5,352-15.9% |
| Admin fee / account holder | $338 | $6,382-94.7% | $4,499-92.5% | $9,540-96.5% |