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 | $49,922 | $88,594-43.7% | $70,092-28.8% | $134,475-62.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.22% | 442.67%-459.9pp | 190.73%-208.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,519 | $3,233+163.5% | $2,559+232.9% | $4,740+79.7% |
| Participant deferral / active EE | $6,892 | $4,772+44.4% | $3,849+79.1% | $6,400+7.7% |
| Admin fee / account holder | $3,022 | $10,441-71.1% | $6,267-51.8% | $11,426-73.5% |