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 | $30,876 | $54,350-43.2% | $82,719-62.7% | $68,494-54.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,488 | $2,218-32.9% | $3,009-50.6% | $2,596-42.7% |
| Participant deferral / active EE | $3,068 | $3,246-5.5% | $4,395-30.2% | $4,027-23.8% |
| Admin fee / account holder | $831 | $4,395-81.1% | $5,329-84.4% | $5,403-84.6% |