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 | $54,182 | $135,635-60.1% | $110,238-50.9% | $135,375-60.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.08% | 513.19%-516.3pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,359 | $4,906-72.3% | $3,826-64.5% | $4,779-71.6% |
| Participant deferral / active EE | $3,853 | $5,506-30.0% | $4,672-17.5% | $5,609-31.3% |
| Admin fee / account holder | $30,994 | $11,457+170.5% | $8,547+262.6% | $10,827+186.3% |