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 | $40,453 | $95,971-57.8% | $74,550-45.7% | $135,375-70.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.39% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,495 | $2,716-44.9% | $1,961-23.7% | $4,779-68.7% |
| Participant deferral / active EE | $3,334 | $3,843-13.3% | $3,108+7.3% | $5,609-40.6% |
| Admin fee / account holder | $3,772 | $6,522-42.2% | $5,060-25.4% | $10,827-65.2% |