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 10-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 | $38,759 | $106,543-63.6% | $91,220-57.5% | $134,475-71.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.71% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,751 | $3,331-47.4% | $2,850-38.5% | $4,740-63.0% |
| Participant deferral / active EE | $1,801 | $4,719-61.8% | $4,234-57.5% | $6,400-71.9% |
| Admin fee / account holder | $759 | $6,231-87.8% | $5,420-86.0% | $11,426-93.4% |