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 | $41,431 | $67,331-38.5% | $60,874-31.9% | $134,475-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.54% | 49.93%-67.5pp | 16.90%-34.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,930 | $3,096-37.7% | $2,701-28.6% | $4,740-59.3% |
| Participant deferral / active EE | $3,966 | $4,538-12.6% | $3,817+3.9% | $6,400-38.0% |
| Admin fee / account holder | $14,137 | $4,582+208.5% | $3,224+338.4% | $11,426+23.7% |