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 | $52,404 | $92,703-43.5% | $82,719-36.6% | $134,475-61.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.34% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,188 | $3,274+58.5% | $3,009+72.4% | $4,740+9.4% |
| Participant deferral / active EE | $7,164 | $4,802+49.2% | $4,395+63.0% | $6,400+11.9% |
| Admin fee / account holder | $19,814 | $5,983+231.2% | $5,329+271.8% | $11,426+73.4% |