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 8-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 | $83,052 | $92,703-10.4% | $82,719+0.4% | $134,475-38.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.91% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,287 | $3,274-60.7% | $3,009-57.2% | $4,740-72.8% |
| Participant deferral / active EE | $23,677 | $4,802+393.1% | $4,395+438.7% | $6,400+270.0% |
| Admin fee / account holder | $1,041 | $5,983-82.6% | $5,329-80.5% | $11,426-90.9% |