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 | $27,013 | $152,509-82.3% | $117,472-77.0% | $134,475-79.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.62% | 52.99%-72.6pp | 29.74%-49.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,801 | $5,571-49.7% | $4,176-32.9% | $4,740-40.9% |
| Participant deferral / active EE | $2,801 | $4,818-41.9% | $4,070-31.2% | $6,400-56.2% |
| Admin fee / account holder | $725 | $7,004-89.7% | $5,645-87.2% | $11,426-93.7% |