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 | $37,887 | $99,640-62.0% | $86,436-56.2% | $134,475-71.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -15.42% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,097 | $4,400-75.1% | $3,769-70.9% | $4,740-76.9% |
| Participant deferral / active EE | $12,727 | $7,246+75.6% | $6,952+83.1% | $6,400+98.9% |
| Admin fee / account holder | $1,470 | $8,371-82.4% | $6,731-78.2% | $11,426-87.1% |