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 | $39,259 | $95,971-59.1% | $74,550-47.3% | $135,375-71.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.82% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,206 | $2,716-18.8% | $1,961+12.5% | $4,779-53.8% |
| Participant deferral / active EE | $2,255 | $3,843-41.3% | $3,108-27.4% | $5,609-59.8% |
| Admin fee / account holder | $306 | $6,522-95.3% | $5,060-94.0% | $10,827-97.2% |