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 8-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 | $50,152 | $92,703-45.9% | $82,719-39.4% | $134,475-62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.54% | 944.92%-953.5pp | 701.18%-709.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,376 | $3,274-27.4% | $3,009-21.0% | $4,740-49.9% |
| Participant deferral / active EE | $6,674 | $4,802+39.0% | $4,395+51.9% | $6,400+4.3% |
| Admin fee / account holder | $9,151 | $5,983+53.0% | $5,329+71.7% | $11,426-19.9% |