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 | $69,547 | $92,703-25.0% | $82,719-15.9% | $134,475-48.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.30% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,356 | $3,274-28.0% | $3,009-21.7% | $4,740-50.3% |
| Participant deferral / active EE | $3,571 | $4,802-25.6% | $4,395-18.7% | $6,400-44.2% |
| Admin fee / account holder | $1,182 | $5,983-80.2% | $5,329-77.8% | $11,426-89.7% |