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 | $47,926 | $95,971-50.1% | $74,550-35.7% | $135,375-64.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.81% | 56.96%-65.8pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,392 | $2,716+98.5% | $1,961+175.0% | $4,779+12.8% |
| Participant deferral / active EE | $6,236 | $3,843+62.2% | $3,108+100.6% | $5,609+11.2% |
| Admin fee / account holder | $807 | $6,522-87.6% | $5,060-84.0% | $10,827-92.5% |