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 | $30,124 | $54,350-44.6% | $82,719-63.6% | $68,494-56.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.93% | -13.67%-5.3pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,939 | $2,218+32.5% | $3,009-2.3% | $2,596+13.2% |
| Participant deferral / active EE | $5,532 | $3,246+70.4% | $4,395+25.9% | $4,027+37.4% |
| Admin fee / account holder | $4,444 | $4,395+1.1% | $5,329-16.6% | $5,403-17.8% |