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 | $24,131 | $138,065-82.5% | $123,544-80.5% | $135,375-82.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,744 | $5,151-66.1% | $4,628-62.3% | $4,779-63.5% |
| Participant deferral / active EE | $7,063 | $6,799+3.9% | $6,426+9.9% | $5,609+25.9% |
| Admin fee / account holder | $1,527 | $10,916-86.0% | $9,284-83.6% | $10,827-85.9% |