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 | $72,309 | $180,449-59.9% | $154,107-53.1% | $135,375-46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.63% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,785 | $6,035-70.4% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $8,666 | $5,806+49.3% | $5,081+70.6% | $5,609+54.5% |
| Admin fee / account holder | $975 | $16,143-94.0% | $13,411-92.7% | $10,827-91.0% |