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 | $78,217 | $92,703-15.6% | $82,719-5.4% | $134,475-41.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,749 | $3,274+75.6% | $3,009+91.1% | $4,740+21.3% |
| Participant deferral / active EE | $16,196 | $4,802+237.3% | $4,395+268.5% | $6,400+153.1% |
| Admin fee / account holder | $1,956 | $5,983-67.3% | $5,329-63.3% | $11,426-82.9% |