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 | $56,059 | $92,703-39.5% | $82,719-32.2% | $134,475-58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.84% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,498 | $3,274+159.6% | $3,009+182.4% | $4,740+79.3% |
| Participant deferral / active EE | $1,700 | $4,802-64.6% | $4,395-61.3% | $6,400-73.4% |
| Admin fee / account holder | $399 | $5,983-93.3% | $5,329-92.5% | $11,426-96.5% |