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 9-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 | $75,569 | $92,703-18.5% | $82,719-8.6% | $134,475-43.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.56% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,896 | $3,274-11.5% | $3,009-3.8% | $4,740-38.9% |
| Participant deferral / active EE | $9,616 | $4,802+100.2% | $4,395+118.8% | $6,400+50.3% |
| Admin fee / account holder | $766 | $5,983-87.2% | $5,329-85.6% | $11,426-93.3% |