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 | $46,858 | $92,703-49.5% | $82,719-43.4% | $134,475-65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.25% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,590 | $3,274-20.9% | $3,009-13.9% | $4,740-45.4% |
| Participant deferral / active EE | $5,395 | $4,802+12.3% | $4,395+22.7% | $6,400-15.7% |
| Admin fee / account holder | $7,688 | $5,983+28.5% | $5,329+44.3% | $11,426-32.7% |