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 | $46,530 | $88,594-47.5% | $70,092-33.6% | $134,475-65.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.62% | 442.67%-457.3pp | 190.73%-205.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,305 | $3,233-59.6% | $2,559-49.0% | $4,740-72.5% |
| Participant deferral / active EE | $1,688 | $4,772-64.6% | $3,849-56.1% | $6,400-73.6% |
| Admin fee / account holder | $44,279 | $10,441+324.1% | $6,267+606.6% | $11,426+287.5% |