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 | $56,995 | $54,350+4.9% | $82,719-31.1% | $68,494-16.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.86% | -13.67%+4.8pp | 701.18%-710.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,217 | $2,218+45.0% | $3,009+6.9% | $2,596+23.9% |
| Participant deferral / active EE | $2,666 | $3,246-17.9% | $4,395-39.3% | $4,027-33.8% |
| Admin fee / account holder | $3,776 | $4,395-14.1% | $5,329-29.1% | $5,403-30.1% |