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 6-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 | $66,347 | $27,641+140.0% | $61,373+8.1% | $68,494-3.1% |
| Participation rate | 91.5% | 39.5%+52.0pp | 52.6%+39.0pp | 67.9%+23.6pp |
| Annual return | -13.88% | -13.24%-0.6pp | 338.61%-352.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,999 | $695+618.7% | $1,159+331.2% | $2,596+92.5% |
| Participant deferral / active EE | $7,898 | $1,263+525.3% | $2,125+271.7% | $4,027+96.1% |
| Admin fee / account holder | $10,688 | $2,010+431.8% | $2,130+401.9% | $5,403+97.8% |