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 | $47,965 | $92,703-48.3% | $82,719-42.0% | $134,475-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.23% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $12,210 | $3,274+273.0% | $3,009+305.8% | $4,740+157.6% |
| Participant deferral / active EE | $7,699 | $4,802+60.3% | $4,395+75.2% | $6,400+20.3% |
| Admin fee / account holder | $6,176 | $5,983+3.2% | $5,329+15.9% | $11,426-45.9% |