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 | $23,874 | $90,600-73.6% | $79,464-70.0% | $135,375-82.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,584 | $3,068-15.8% | $2,800-7.7% | $4,779-45.9% |
| Participant deferral / active EE | $3,630 | $4,050-10.4% | $3,704-2.0% | $5,609-35.3% |
| Admin fee / account holder | $4,724 | $5,907-20.0% | $5,113-7.6% | $10,827-56.4% |