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 | $73,723 | $106,543-30.8% | $91,220-19.2% | $134,475-45.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.58% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,834 | $3,331+75.2% | $2,850+104.7% | $4,740+23.1% |
| Participant deferral / active EE | $2,802 | $4,719-40.6% | $4,234-33.8% | $6,400-56.2% |
| Admin fee / account holder | $549 | $6,231-91.2% | $5,420-89.9% | $11,426-95.2% |