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 | $54,991 | $84,695-35.1% | $73,843-25.5% | $125,391-56.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.50% | 3123.53%-3125.0pp | 2267.84%-2269.3pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,730 | $3,123+19.4% | $2,787+33.8% | $4,866-23.3% |
| Participant deferral / active EE | $1,621 | $3,992-59.4% | $3,583-54.8% | $5,352-69.7% |
| Admin fee / account holder | $15,639 | $5,691+174.8% | $4,880+220.5% | $9,540+63.9% |