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 | $102,597 | $48,274+112.5% | $63,517+61.5% | $59,632+72.0% |
| Participation rate | 85.5% | 66.3%+19.2pp | 71.0%+14.5pp | 68.7%+16.8pp |
| Annual return | -1.84% | -240.79%+239.0pp | -70.30%+68.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,050 | $1,586-33.8% | $2,322-54.8% | $2,203-52.3% |
| Participant deferral / active EE | $7,602 | $2,343+224.5% | $2,953+157.4% | $3,192+138.2% |
| Admin fee / account holder | $11,713 | $3,600+225.4% | $5,892+98.8% | $4,297+172.6% |