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 | $60,733 | $92,703-34.5% | $82,719-26.6% | $134,475-54.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.31% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $12,121 | $3,274+270.3% | $3,009+302.8% | $4,740+155.7% |
| Participant deferral / active EE | $9,699 | $4,802+102.0% | $4,395+120.7% | $6,400+51.6% |
| Admin fee / account holder | $22,373 | $5,983+274.0% | $5,329+319.8% | $11,426+95.8% |