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 | $62,271 | $54,350+14.6% | $82,719-24.7% | $68,494-9.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -5.37% | -13.67%+8.3pp | 701.18%-706.5pp | -7.84%+2.5pp |
| Employer contribution / active EE | $2,740 | $2,218+23.5% | $3,009-8.9% | $2,596+5.5% |
| Participant deferral / active EE | $4,724 | $3,246+45.5% | $4,395+7.5% | $4,027+17.3% |
| Admin fee / account holder | $354 | $4,395-92.0% | $5,329-93.4% | $5,403-93.5% |