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 | $70,252 | $88,594-20.7% | $70,092+0.2% | $134,475-47.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | 442.67%-460.5pp | 190.73%-208.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,459 | $3,233-23.9% | $2,559-3.9% | $4,740-48.1% |
| Participant deferral / active EE | $14,008 | $4,772+193.5% | $3,849+264.0% | $6,400+118.9% |
| Admin fee / account holder | $7,536 | $10,441-27.8% | $6,267+20.3% | $11,426-34.0% |