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 | $43,744 | $104,106-58.0% | $71,086-38.5% | $135,375-67.7% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.7%+35.3pp | 82.6%+7.4pp |
| Annual return | -7.08% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,237 | $1,485+118.0% | $1,088+197.6% | $4,779-32.3% |
| Participant deferral / active EE | $2,805 | $2,527+11.0% | $1,874+49.7% | $5,609-50.0% |
| Admin fee / account holder | $1,053 | $4,142-74.6% | $3,082-65.8% | $10,827-90.3% |