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 | $31,435 | $138,065-77.2% | $123,544-74.6% | $135,375-76.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.77% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,621 | $5,151-68.5% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $2,381 | $6,799-65.0% | $6,426-62.9% | $5,609-57.5% |
| Admin fee / account holder | $4,601 | $10,916-57.9% | $9,284-50.4% | $10,827-57.5% |