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 | $58,769 | $92,703-36.6% | $82,719-29.0% | $134,475-56.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.44% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,437 | $3,274+66.1% | $3,009+80.7% | $4,740+14.7% |
| Participant deferral / active EE | $4,130 | $4,802-14.0% | $4,395-6.0% | $6,400-35.5% |
| Admin fee / account holder | $11,970 | $5,983+100.1% | $5,329+124.6% | $11,426+4.8% |