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 | $34,134 | $92,703-63.2% | $82,719-58.7% | $134,475-74.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,726 | $3,274+44.4% | $3,009+57.1% | $4,740-0.3% |
| Participant deferral / active EE | $11,160 | $4,802+132.4% | $4,395+153.9% | $6,400+74.4% |
| Admin fee / account holder | $977 | $5,983-83.7% | $5,329-81.7% | $11,426-91.4% |