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 | $39,531 | $92,703-57.4% | $82,719-52.2% | $134,475-70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.76% | 944.92%-955.7pp | 701.18%-711.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,783 | $3,274-15.0% | $3,009-7.5% | $4,740-41.3% |
| Participant deferral / active EE | $6,725 | $4,802+40.0% | $4,395+53.0% | $6,400+5.1% |
| Admin fee / account holder | $653 | $5,983-89.1% | $5,329-87.8% | $11,426-94.3% |