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 | $42,719 | $84,402-49.4% | $61,373-30.4% | $134,475-68.2% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -3.54% | 584.55%-588.1pp | 338.61%-342.1pp | 417.96%-421.5pp |
| Employer contribution / active EE | $1,470 | $1,544-4.8% | $1,159+26.8% | $4,740-69.0% |
| Participant deferral / active EE | $2,677 | $2,819-5.0% | $2,125+26.0% | $6,400-58.2% |
| Admin fee / account holder | $95,957 | $2,585+3611.8% | $2,130+4405.7% | $11,426+739.8% |