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 | $69,555 | $133,958-48.1% | $112,228-38.0% | $134,475-48.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.06% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $12,004 | $4,038+197.3% | $3,635+230.3% | $4,740+153.3% |
| Participant deferral / active EE | $8,028 | $5,291+51.7% | $4,728+69.8% | $6,400+25.4% |
| Admin fee / account holder | $2,490 | $7,489-66.7% | $6,410-61.2% | $11,426-78.2% |