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 5-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 | $82,479 | $106,543-22.6% | $91,220-9.6% | $134,475-38.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.02% | 160.60%-179.6pp | 114.01%-133.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,500 | $3,331+35.1% | $2,850+57.9% | $4,740-5.1% |
| Participant deferral / active EE | $16,560 | $4,719+250.9% | $4,234+291.2% | $6,400+158.8% |
| Admin fee / account holder | $818 | $6,231-86.9% | $5,420-84.9% | $11,426-92.8% |