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 | $61,537 | $92,703-33.6% | $82,719-25.6% | $134,475-54.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.84% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,315 | $3,274+1.3% | $3,009+10.2% | $4,740-30.1% |
| Participant deferral / active EE | $6,889 | $4,802+43.5% | $4,395+56.7% | $6,400+7.6% |
| Admin fee / account holder | $1,346 | $5,983-77.5% | $5,329-74.7% | $11,426-88.2% |