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 | $57,794 | $92,703-37.7% | $82,719-30.1% | $134,475-57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,666 | $3,274+12.0% | $3,009+21.8% | $4,740-22.7% |
| Participant deferral / active EE | $5,379 | $4,802+12.0% | $4,395+22.4% | $6,400-16.0% |
| Admin fee / account holder | $12,963 | $5,983+116.7% | $5,329+143.3% | $11,426+13.5% |