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 | $54,829 | $92,703-40.9% | $82,719-33.7% | $134,475-59.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.54% | 944.92%-955.5pp | 701.18%-711.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,443 | $3,274+5.2% | $3,009+14.4% | $4,740-27.3% |
| Participant deferral / active EE | $3,724 | $4,802-22.4% | $4,395-15.3% | $6,400-41.8% |
| Admin fee / account holder | $6,377 | $5,983+6.6% | $5,329+19.7% | $11,426-44.2% |