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 | $39,876 | $54,350-26.6% | $82,719-51.8% | $68,494-41.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.30% | -13.67%+3.4pp | 701.18%-711.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $10,082 | $2,218+354.5% | $3,009+235.1% | $2,596+288.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,343 | $4,395-69.4% | $5,329-74.8% | $5,403-75.1% |