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 5-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 | $54,756 | $92,703-40.9% | $82,719-33.8% | $134,475-59.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.89% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,968 | $3,274+51.7% | $3,009+65.1% | $4,740+4.8% |
| Participant deferral / active EE | $25,503 | $4,802+431.1% | $4,395+480.3% | $6,400+298.5% |
| Admin fee / account holder | $42,189 | $5,983+605.2% | $5,329+691.7% | $11,426+269.2% |