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 | $26,509 | $92,703-71.4% | $82,719-68.0% | $134,475-80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.25% | 944.92%-954.2pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,380 | $3,274-27.3% | $3,009-20.9% | $4,740-49.8% |
| Participant deferral / active EE | $1,756 | $4,802-63.4% | $4,395-60.0% | $6,400-72.6% |
| Admin fee / account holder | $1,510 | $5,983-74.8% | $5,329-71.7% | $11,426-86.8% |