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 7-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 | $26,166 | $84,402-69.0% | $61,373-57.4% | $134,475-80.5% |
| Participation rate | 72.2% | 62.2%+10.0pp | 52.6%+19.7pp | 81.2%-9.0pp |
| Annual return | -13.88% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,798 | $1,544+404.9% | $1,159+572.6% | $4,740+64.5% |
| Participant deferral / active EE | $1,970 | $2,819-30.1% | $2,125-7.3% | $6,400-69.2% |
| Admin fee / account holder | $1,312 | $2,585-49.2% | $2,130-38.4% | $11,426-88.5% |