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 | $18,087 | $92,703-80.5% | $82,719-78.1% | $134,475-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.41% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,175 | $3,274-64.1% | $3,009-60.9% | $4,740-75.2% |
| Participant deferral / active EE | $4,273 | $4,802-11.0% | $4,395-2.8% | $6,400-33.2% |
| Admin fee / account holder | $8,913 | $5,983+49.0% | $5,329+67.3% | $11,426-22.0% |