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 | $69,189 | $106,543-35.1% | $91,220-24.2% | $134,475-48.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.84% | 160.60%-178.4pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,016 | $3,331-39.5% | $2,850-29.3% | $4,740-57.5% |
| Participant deferral / active EE | $2,536 | $4,719-46.3% | $4,234-40.1% | $6,400-60.4% |
| Admin fee / account holder | $7,392 | $6,231+18.6% | $5,420+36.4% | $11,426-35.3% |