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 | $37,450 | $90,600-58.7% | $79,464-52.9% | $135,375-72.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.59% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,257 | $3,068+71.3% | $2,800+87.7% | $4,779+10.0% |
| Participant deferral / active EE | $15,516 | $4,050+283.1% | $3,704+318.9% | $5,609+176.6% |
| Admin fee / account holder | $2,051 | $5,907-65.3% | $5,113-59.9% | $10,827-81.1% |