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 | $69,745 | $92,703-24.8% | $82,719-15.7% | $134,475-48.1% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -18.92% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,604 | $3,274+40.6% | $3,009+53.0% | $4,740-2.9% |
| Participant deferral / active EE | $8,513 | $4,802+77.3% | $4,395+93.7% | $6,400+33.0% |
| Admin fee / account holder | $589 | $5,983-90.2% | $5,329-89.0% | $11,426-94.8% |