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 | $23,278 | $100,754-76.9% | $86,677-73.1% | $134,475-82.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.20% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,397 | $3,489-2.6% | $2,836+19.8% | $4,740-28.3% |
| Participant deferral / active EE | $7,000 | $5,338+31.1% | $4,656+50.4% | $6,400+9.4% |
| Admin fee / account holder | $1,154 | $10,926-89.4% | $7,493-84.6% | $11,426-89.9% |