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 | $26,273 | $67,331-61.0% | $60,874-56.8% | $134,475-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.03% | 49.93%-66.0pp | 16.90%-32.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,715 | $3,096+20.0% | $2,701+37.5% | $4,740-21.6% |
| Participant deferral / active EE | $7,705 | $4,538+69.8% | $3,817+101.9% | $6,400+20.4% |
| Admin fee / account holder | $3,892 | $4,582-15.1% | $3,224+20.7% | $11,426-65.9% |