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 | $40,315 | $54,350-25.8% | $82,719-51.3% | $68,494-41.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.38% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,544 | $2,218+59.8% | $3,009+17.8% | $2,596+36.5% |
| Participant deferral / active EE | $1,974 | $3,246-39.2% | $4,395-55.1% | $4,027-51.0% |
| Admin fee / account holder | $1,346 | $4,395-69.4% | $5,329-74.7% | $5,403-75.1% |