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 | $52,832 | $92,703-43.0% | $82,719-36.1% | $134,475-60.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.14% | 944.92%-954.1pp | 701.18%-710.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $3,416 | $3,274+4.3% | $3,009+13.5% | $4,740-27.9% |
| Participant deferral / active EE | $7,192 | $4,802+49.8% | $4,395+63.6% | $6,400+12.4% |
| Admin fee / account holder | $30,097 | $5,983+403.1% | $5,329+464.8% | $11,426+163.4% |