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 | $26,492 | $84,402-68.6% | $61,373-56.8% | $134,475-80.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.32% | 584.55%-605.9pp | 338.61%-359.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,729 | $1,544+11.9% | $1,159+49.1% | $4,740-63.5% |
| Participant deferral / active EE | $6,027 | $2,819+113.8% | $2,125+183.6% | $6,400-5.8% |
| Admin fee / account holder | $2,873 | $2,585+11.1% | $2,130+34.9% | $11,426-74.9% |