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 | $62,285 | $84,402-26.2% | $61,373+1.5% | $134,475-53.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.38% | 584.55%-597.9pp | 338.61%-352.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,770 | $1,544+14.6% | $1,159+52.7% | $4,740-62.7% |
| Participant deferral / active EE | $3,019 | $2,819+7.1% | $2,125+42.1% | $6,400-52.8% |
| Admin fee / account holder | $5,303 | $2,585+105.1% | $2,130+149.0% | $11,426-53.6% |