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 | $56,130 | $92,703-39.5% | $82,719-32.1% | $134,475-58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.42% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,181 | $3,274+27.7% | $3,009+39.0% | $4,740-11.8% |
| Participant deferral / active EE | $12,155 | $4,802+153.1% | $4,395+176.6% | $6,400+89.9% |
| Admin fee / account holder | $453 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |