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 6-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 | $56,004 | $92,703-39.6% | $82,719-32.3% | $134,475-58.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.25% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,253 | $3,274-61.7% | $3,009-58.4% | $4,740-73.6% |
| Participant deferral / active EE | $5,720 | $4,802+19.1% | $4,395+30.2% | $6,400-10.6% |
| Admin fee / account holder | $813 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |