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 | $20,575 | $95,971-78.6% | $74,550-72.4% | $135,375-84.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.49% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,928 | $2,716+81.4% | $1,961+151.3% | $4,779+3.1% |
| Participant deferral / active EE | $5,228 | $3,843+36.0% | $3,108+68.2% | $5,609-6.8% |
| Admin fee / account holder | $2,833 | $6,522-56.6% | $5,060-44.0% | $10,827-73.8% |