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 | $23,069 | $90,600-74.5% | $79,464-71.0% | $135,375-83.0% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -6.86% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,252 | $3,068+38.6% | $2,800+51.8% | $4,779-11.0% |
| Participant deferral / active EE | $7,392 | $4,050+82.5% | $3,704+99.6% | $5,609+31.8% |
| Admin fee / account holder | $5,693 | $5,907-3.6% | $5,113+11.3% | $10,827-47.4% |