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 | $62,206 | $84,402-26.3% | $61,373+1.4% | $134,475-53.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 584.55%-601.1pp | 338.61%-355.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,368 | $1,544+247.6% | $1,159+363.0% | $4,740+13.3% |
| Participant deferral / active EE | $2,754 | $2,819-2.3% | $2,125+29.6% | $6,400-57.0% |
| Admin fee / account holder | $1,914 | $2,585-26.0% | $2,130-10.1% | $11,426-83.2% |