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 | $53,005 | $106,543-50.3% | $91,220-41.9% | $134,475-60.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.70% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,152 | $3,331-35.4% | $2,850-24.5% | $4,740-54.6% |
| Participant deferral / active EE | $3,053 | $4,719-35.3% | $4,234-27.9% | $6,400-52.3% |
| Admin fee / account holder | $4,406 | $6,231-29.3% | $5,420-18.7% | $11,426-61.4% |