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 | $70,741 | $92,703-23.7% | $82,719-14.5% | $134,475-47.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.20% | 944.92%-957.1pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $6,450 | $3,274+97.0% | $3,009+114.3% | $4,740+36.1% |
| Participant deferral / active EE | $3,385 | $4,802-29.5% | $4,395-23.0% | $6,400-47.1% |
| Admin fee / account holder | $6,998 | $5,983+17.0% | $5,329+31.3% | $11,426-38.8% |