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 8-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 | $62,405 | $152,509-59.1% | $117,472-46.9% | $134,475-53.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.78% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $8,700 | $5,571+56.2% | $4,176+108.3% | $4,740+83.6% |
| Participant deferral / active EE | $10,880 | $4,818+125.8% | $4,070+167.3% | $6,400+70.0% |
| Admin fee / account holder | $641 | $7,004-90.9% | $5,645-88.6% | $11,426-94.4% |