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 6-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 | $28,571 | $197,825-85.6% | $155,790-81.7% | $125,391-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.88% | 86.74%-87.6pp | 71.54%-72.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $8,070 | $4,847+66.5% | $3,836+110.4% | $4,866+65.8% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $627 | $9,545-93.4% | $7,478-91.6% | $9,540-93.4% |