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 | $46,005 | $88,594-48.1% | $70,092-34.4% | $134,475-65.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.23% | 442.67%-457.9pp | 190.73%-206.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,402 | $4,772+222.8% | $3,849+300.2% | $6,400+140.7% |
| Admin fee / account holder | $11,681 | $10,441+11.9% | $6,267+86.4% | $11,426+2.2% |