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 | $22,931 | $106,543-78.5% | $91,220-74.9% | $134,475-82.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.00% | 160.60%-180.6pp | 114.01%-134.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,659 | $3,331-50.2% | $2,850-41.8% | $4,740-65.0% |
| Participant deferral / active EE | $4,202 | $4,719-11.0% | $4,234-0.8% | $6,400-34.3% |
| Admin fee / account holder | $342 | $6,231-94.5% | $5,420-93.7% | $11,426-97.0% |