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 | $65,308 | $92,703-29.6% | $82,719-21.0% | $134,475-51.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.36% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,351 | $3,274-28.2% | $3,009-21.9% | $4,740-50.4% |
| Participant deferral / active EE | $8,328 | $4,802+73.4% | $4,395+89.5% | $6,400+30.1% |
| Admin fee / account holder | $13,050 | $5,983+118.1% | $5,329+144.9% | $11,426+14.2% |