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 | $78,187 | $152,509-48.7% | $117,472-33.4% | $134,475-41.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.12% | 52.99%-64.1pp | 29.74%-40.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,690 | $5,571-69.7% | $4,176-59.5% | $4,740-64.3% |
| Participant deferral / active EE | $3,054 | $4,818-36.6% | $4,070-25.0% | $6,400-52.3% |
| Admin fee / account holder | $4,631 | $7,004-33.9% | $5,645-18.0% | $11,426-59.5% |