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 | $67,750 | $92,703-26.9% | $82,719-18.1% | $134,475-49.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -19.91% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,830 | $3,274-44.1% | $3,009-39.2% | $4,740-61.4% |
| Participant deferral / active EE | $5,973 | $4,802+24.4% | $4,395+35.9% | $6,400-6.7% |
| Admin fee / account holder | $62,375 | $5,983+942.6% | $5,329+1070.5% | $11,426+445.9% |