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 | $62,241 | $92,703-32.9% | $82,719-24.8% | $134,475-53.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,970 | $3,274+21.2% | $3,009+31.9% | $4,740-16.2% |
| Participant deferral / active EE | $8,899 | $4,802+85.3% | $4,395+102.5% | $6,400+39.0% |
| Admin fee / account holder | $25,422 | $5,983+324.9% | $5,329+377.1% | $11,426+122.5% |