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 | $42,656 | $92,703-54.0% | $82,719-48.4% | $134,475-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.74% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,213 | $3,274-32.4% | $3,009-26.5% | $4,740-53.3% |
| Participant deferral / active EE | $7,823 | $4,802+62.9% | $4,395+78.0% | $6,400+22.2% |
| Admin fee / account holder | $359 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |