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 | $18,980 | $92,703-79.5% | $82,719-77.1% | $134,475-85.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.12% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,914 | $3,274-41.6% | $3,009-36.4% | $4,740-59.6% |
| Participant deferral / active EE | $3,449 | $4,802-28.2% | $4,395-21.5% | $6,400-46.1% |
| Admin fee / account holder | $2,224 | $5,983-62.8% | $5,329-58.3% | $11,426-80.5% |