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 | $63,596 | $90,600-29.8% | $79,464-20.0% | $135,375-53.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,677 | $3,068+19.9% | $2,800+31.3% | $4,779-23.1% |
| Participant deferral / active EE | $8,672 | $4,050+114.1% | $3,704+134.1% | $5,609+54.6% |
| Admin fee / account holder | $10,352 | $5,907+75.3% | $5,113+102.5% | $10,827-4.4% |