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 8-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 | $33,422 | $133,958-75.1% | $112,228-70.2% | $134,475-75.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.90% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,372 | $4,038-41.3% | $3,635-34.7% | $4,740-50.0% |
| Participant deferral / active EE | $8,482 | $5,291+60.3% | $4,728+79.4% | $6,400+32.5% |
| Admin fee / account holder | $546 | $7,489-92.7% | $6,410-91.5% | $11,426-95.2% |