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 | $77,777 | $92,703-16.1% | $82,719-6.0% | $134,475-42.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.25% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,052 | $3,274+23.8% | $3,009+34.7% | $4,740-14.5% |
| Participant deferral / active EE | $3,206 | $4,802-33.2% | $4,395-27.1% | $6,400-49.9% |
| Admin fee / account holder | $2,762 | $5,983-53.8% | $5,329-48.2% | $11,426-75.8% |