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 | $62,788 | $97,757-35.8% | $83,848-25.1% | $135,375-53.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.99% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,633 | $4,222-37.6% | $3,631-27.5% | $4,779-44.9% |
| Participant deferral / active EE | $4,950 | $4,682+5.7% | $4,082+21.3% | $5,609-11.8% |
| Admin fee / account holder | $4,712 | $6,674-29.4% | $5,478-14.0% | $10,827-56.5% |