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 | $66,886 | $92,703-27.8% | $82,719-19.1% | $134,475-50.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -18.38% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $10,410 | $3,274+218.0% | $3,009+246.0% | $4,740+119.6% |
| Participant deferral / active EE | $12,019 | $4,802+150.3% | $4,395+173.5% | $6,400+87.8% |
| Admin fee / account holder | $18,514 | $5,983+209.5% | $5,329+247.4% | $11,426+62.0% |