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 9-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 | $42,828 | $92,703-53.8% | $82,719-48.2% | $134,475-68.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,086 | $3,274-5.7% | $3,009+2.6% | $4,740-34.9% |
| Participant deferral / active EE | $5,978 | $4,802+24.5% | $4,395+36.0% | $6,400-6.6% |
| Admin fee / account holder | $17,323 | $5,983+189.6% | $5,329+225.1% | $11,426+51.6% |