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 9-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 | $60,646 | $92,703-34.6% | $82,719-26.7% | $134,475-54.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.61% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $7,526 | $3,274+129.9% | $3,009+150.1% | $4,740+58.8% |
| Participant deferral / active EE | $4,187 | $4,802-12.8% | $4,395-4.7% | $6,400-34.6% |
| Admin fee / account holder | $10,137 | $5,983+69.4% | $5,329+90.2% | $11,426-11.3% |