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 | $47,333 | $90,600-47.8% | $79,464-40.4% | $135,375-65.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,739 | $3,068-10.7% | $2,800-2.2% | $4,779-42.7% |
| Participant deferral / active EE | $6,086 | $4,050+50.3% | $3,704+64.3% | $5,609+8.5% |
| Admin fee / account holder | $11,710 | $5,907+98.2% | $5,113+129.0% | $10,827+8.2% |