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 | $49,887 | $92,703-46.2% | $82,719-39.7% | $134,475-62.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -19.14% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,249 | $3,274-31.3% | $3,009-25.3% | $4,740-52.5% |
| Participant deferral / active EE | $3,460 | $4,802-27.9% | $4,395-21.3% | $6,400-45.9% |
| Admin fee / account holder | $15,236 | $5,983+154.7% | $5,329+185.9% | $11,426+33.3% |