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 | $26,658 | $92,703-71.2% | $82,719-67.8% | $134,475-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.39% | 944.92%-949.3pp | 701.18%-705.6pp | 417.96%-422.4pp |
| Employer contribution / active EE | $6,712 | $3,274+105.0% | $3,009+123.1% | $4,740+41.6% |
| Participant deferral / active EE | $2,728 | $4,802-43.2% | $4,395-37.9% | $6,400-57.4% |
| Admin fee / account holder | $3,732 | $5,983-37.6% | $5,329-30.0% | $11,426-67.3% |