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 10-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 | $65,519 | $92,703-29.3% | $82,719-20.8% | $134,475-51.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.90% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,120 | $3,274+56.4% | $3,009+70.2% | $4,740+8.0% |
| Participant deferral / active EE | $7,056 | $4,802+46.9% | $4,395+60.5% | $6,400+10.2% |
| Admin fee / account holder | $316 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |