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 | $42,036 | $106,543-60.5% | $91,220-53.9% | $134,475-68.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.01% | 160.60%-176.6pp | 114.01%-130.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,902 | $3,331-12.9% | $2,850+1.8% | $4,740-38.8% |
| Participant deferral / active EE | $5,150 | $4,719+9.1% | $4,234+21.7% | $6,400-19.5% |
| Admin fee / account holder | $4,062 | $6,231-34.8% | $5,420-25.1% | $11,426-64.5% |