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 | $42,883 | $92,703-53.7% | $82,719-48.2% | $134,475-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.79% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,188 | $3,274-33.2% | $3,009-27.3% | $4,740-53.8% |
| Participant deferral / active EE | $2,060 | $4,802-57.1% | $4,395-53.1% | $6,400-67.8% |
| Admin fee / account holder | $7,521 | $5,983+25.7% | $5,329+41.1% | $11,426-34.2% |