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 | $33,266 | $54,350-38.8% | $82,719-59.8% | $68,494-51.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.51% | -13.67%-5.8pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,325 | $2,218+95.0% | $3,009+43.7% | $2,596+66.6% |
| Participant deferral / active EE | $3,805 | $3,246+17.2% | $4,395-13.4% | $4,027-5.5% |
| Admin fee / account holder | $10,743 | $4,395+144.4% | $5,329+101.6% | $5,403+98.8% |