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 | $65,484 | $92,703-29.4% | $82,719-20.8% | $134,475-51.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -13.93% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,921 | $3,274+141.9% | $3,009+163.2% | $4,740+67.1% |
| Participant deferral / active EE | $3,470 | $4,802-27.7% | $4,395-21.0% | $6,400-45.8% |
| Admin fee / account holder | $1,005 | $5,983-83.2% | $5,329-81.1% | $11,426-91.2% |