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 | $72,276 | $92,703-22.0% | $82,719-12.6% | $134,475-46.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.99% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $12,706 | $3,274+288.1% | $3,009+322.3% | $4,740+168.1% |
| Participant deferral / active EE | $15,038 | $4,802+213.2% | $4,395+242.2% | $6,400+135.0% |
| Admin fee / account holder | $1,085 | $5,983-81.9% | $5,329-79.6% | $11,426-90.5% |