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 | $68,761 | $95,971-28.4% | $74,550-7.8% | $135,375-49.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.72% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,152 | $2,716-57.6% | $1,961-41.2% | $4,779-75.9% |
| Participant deferral / active EE | $10,715 | $3,843+178.8% | $3,108+244.8% | $5,609+91.0% |
| Admin fee / account holder | $1,511 | $6,522-76.8% | $5,060-70.1% | $10,827-86.0% |