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 | $74,339 | $92,703-19.8% | $82,719-10.1% | $134,475-44.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.83% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,550 | $3,274+130.6% | $3,009+150.9% | $4,740+59.3% |
| Participant deferral / active EE | $3,555 | $4,802-26.0% | $4,395-19.1% | $6,400-44.4% |
| Admin fee / account holder | $947 | $5,983-84.2% | $5,329-82.2% | $11,426-91.7% |