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 | $43,415 | $92,703-53.2% | $82,719-47.5% | $134,475-67.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.24% | 944.92%-954.2pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,519 | $3,274-23.0% | $3,009-16.3% | $4,740-46.8% |
| Participant deferral / active EE | $2,337 | $4,802-51.3% | $4,395-46.8% | $6,400-63.5% |
| Admin fee / account holder | $44,500 | $5,983+643.8% | $5,329+735.1% | $11,426+289.5% |