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 6-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 | $68,974 | $67,331+2.4% | $60,874+13.3% | $134,475-48.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.96% | 49.93%-65.9pp | 16.90%-32.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $20,275 | $3,096+554.8% | $2,701+650.5% | $4,740+327.8% |
| Participant deferral / active EE | $6,500 | $4,538+43.2% | $3,817+70.3% | $6,400+1.6% |
| Admin fee / account holder | $327 | $4,582-92.9% | $3,224-89.9% | $11,426-97.1% |