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 | $46,485 | $92,703-49.9% | $82,719-43.8% | $134,475-65.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.41% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,710 | $3,274-47.8% | $3,009-43.2% | $4,740-63.9% |
| Participant deferral / active EE | $8,897 | $4,802+85.3% | $4,395+102.4% | $6,400+39.0% |
| Admin fee / account holder | $1,673 | $5,983-72.0% | $5,329-68.6% | $11,426-85.4% |