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 | $41,610 | $92,703-55.1% | $82,719-49.7% | $134,475-69.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -9.58% | 944.92%-954.5pp | 701.18%-710.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,628 | $3,274-50.3% | $3,009-45.9% | $4,740-65.7% |
| Participant deferral / active EE | $3,906 | $4,802-18.7% | $4,395-11.1% | $6,400-39.0% |
| Admin fee / account holder | $43,591 | $5,983+628.6% | $5,329+718.0% | $11,426+281.5% |