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 | $36,354 | $90,600-59.9% | $79,464-54.3% | $135,375-73.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,632 | $3,068-14.2% | $2,800-6.0% | $4,779-44.9% |
| Participant deferral / active EE | $4,629 | $4,050+14.3% | $3,704+25.0% | $5,609-17.5% |
| Admin fee / account holder | $3,043 | $5,907-48.5% | $5,113-40.5% | $10,827-71.9% |