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 7-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 | $62,541 | $92,703-32.5% | $82,719-24.4% | $134,475-53.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,069 | $3,274-6.3% | $3,009+2.0% | $4,740-35.3% |
| Participant deferral / active EE | $12,061 | $4,802+151.2% | $4,395+174.4% | $6,400+88.5% |
| Admin fee / account holder | $434 | $5,983-92.7% | $5,329-91.8% | $11,426-96.2% |