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 | $51,641 | $92,703-44.3% | $82,719-37.6% | $134,475-61.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -13.47% | 944.92%-958.4pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,561 | $3,274-52.3% | $3,009-48.1% | $4,740-67.1% |
| Participant deferral / active EE | $5,685 | $4,802+18.4% | $4,395+29.4% | $6,400-11.2% |
| Admin fee / account holder | $35,669 | $5,983+496.2% | $5,329+569.4% | $11,426+212.2% |