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 9-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 | $65,114 | $84,402-22.9% | $61,373+6.1% | $134,475-51.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.21% | 584.55%-594.8pp | 338.61%-348.8pp | 417.96%-428.2pp |
| Employer contribution / active EE | $6,535 | $1,544+323.1% | $1,159+463.7% | $4,740+37.9% |
| Participant deferral / active EE | $4,677 | $2,819+65.9% | $2,125+120.1% | $6,400-26.9% |
| Admin fee / account holder | $380 | $2,585-85.3% | $2,130-82.2% | $11,426-96.7% |