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 | $62,912 | $152,509-58.7% | $117,472-46.4% | $134,475-53.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.29% | 52.99%-72.3pp | 29.74%-49.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,978 | $5,571+7.3% | $4,176+43.2% | $4,740+26.1% |
| Participant deferral / active EE | $16,485 | $4,818+242.2% | $4,070+305.0% | $6,400+157.6% |
| Admin fee / account holder | $419 | $7,004-94.0% | $5,645-92.6% | $11,426-96.3% |