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 9-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 | $24,365 | $129,942-81.2% | $104,294-76.6% | $134,475-81.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,100 | $4,184-73.7% | $3,372-67.4% | $4,740-76.8% |
| Participant deferral / active EE | $6,014 | $5,588+7.6% | $4,625+30.0% | $6,400-6.0% |
| Admin fee / account holder | $1,509 | $9,323-83.8% | $7,339-79.4% | $11,426-86.8% |