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 | $32,436 | $67,331-51.8% | $60,874-46.7% | $134,475-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.56% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,711 | $3,096+52.2% | $2,701+74.4% | $4,740-0.6% |
| Participant deferral / active EE | $8,569 | $4,538+88.8% | $3,817+124.5% | $6,400+33.9% |
| Admin fee / account holder | $16,870 | $4,582+268.2% | $3,224+423.2% | $11,426+47.6% |