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 | $47,684 | $54,350-12.3% | $82,719-42.4% | $68,494-30.4% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | -4.06% | -13.67%+9.6pp | 701.18%-705.2pp | -7.84%+3.8pp |
| Employer contribution / active EE | $5,376 | $2,218+142.4% | $3,009+78.7% | $2,596+107.1% |
| Participant deferral / active EE | $1,963 | $3,246-39.5% | $4,395-55.3% | $4,027-51.3% |
| Admin fee / account holder | $959 | $4,395-78.2% | $5,329-82.0% | $5,403-82.2% |