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 7-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 | $45,706 | $84,402-45.8% | $61,373-25.5% | $134,475-66.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.96% | 584.55%-599.5pp | 338.61%-353.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $19,834 | $1,544+1184.2% | $1,159+1610.7% | $4,740+318.5% |
| Participant deferral / active EE | $15,750 | $2,819+458.7% | $2,125+641.2% | $6,400+146.1% |
| Admin fee / account holder | $418 | $2,585-83.8% | $2,130-80.4% | $11,426-96.3% |