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 8-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 | $73,080 | $92,703-21.2% | $82,719-11.7% | $134,475-45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.85% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,653 | $3,274+72.7% | $3,009+87.9% | $4,740+19.3% |
| Participant deferral / active EE | $7,824 | $4,802+62.9% | $4,395+78.0% | $6,400+22.3% |
| Admin fee / account holder | $305 | $5,983-94.9% | $5,329-94.3% | $11,426-97.3% |