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 9-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 | $73,911 | $92,703-20.3% | $82,719-10.6% | $134,475-45.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.05% | 944.92%-957.0pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,497 | $3,274-23.7% | $3,009-17.0% | $4,740-47.3% |
| Participant deferral / active EE | $5,828 | $4,802+21.4% | $4,395+32.6% | $6,400-8.9% |
| Admin fee / account holder | $17,646 | $5,983+195.0% | $5,329+231.1% | $11,426+54.4% |