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 | $95,719 | $54,350+76.1% | $82,719+15.7% | $68,494+39.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.19% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,337 | $2,218+95.5% | $3,009+44.1% | $2,596+67.0% |
| Participant deferral / active EE | $6,515 | $3,246+100.7% | $4,395+48.2% | $4,027+61.8% |
| Admin fee / account holder | $2,399 | $4,395-45.4% | $5,329-55.0% | $5,403-55.6% |