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 | $47,778 | $92,703-48.5% | $82,719-42.2% | $134,475-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.63% | 944.92%-956.5pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,496 | $3,274-23.8% | $3,009-17.0% | $4,740-47.3% |
| Participant deferral / active EE | $4,386 | $4,802-8.7% | $4,395-0.2% | $6,400-31.5% |
| Admin fee / account holder | $958 | $5,983-84.0% | $5,329-82.0% | $11,426-91.6% |