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 | $70,601 | $92,703-23.8% | $82,719-14.6% | $134,475-47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.52% | 944.92%-955.4pp | 701.18%-711.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $7,470 | $3,274+128.2% | $3,009+148.3% | $4,740+57.6% |
| Participant deferral / active EE | $13,029 | $4,802+171.3% | $4,395+196.5% | $6,400+103.6% |
| Admin fee / account holder | $102,371 | $5,983+1611.2% | $5,329+1821.1% | $11,426+796.0% |