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 | $68,296 | $84,402-19.1% | $61,373+11.3% | $134,475-49.2% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -17.91% | 584.55%-602.5pp | 338.61%-356.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,634 | $1,544+70.5% | $1,159+127.1% | $4,740-44.4% |
| Participant deferral / active EE | $5,769 | $2,819+104.7% | $2,125+171.5% | $6,400-9.9% |
| Admin fee / account holder | $7,508 | $2,585+190.4% | $2,130+252.5% | $11,426-34.3% |