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 | $26,774 | $95,971-72.1% | $74,550-64.1% | $135,375-80.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.76% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,411 | $2,716-48.0% | $1,961-28.0% | $4,779-70.5% |
| Participant deferral / active EE | $1,629 | $3,843-57.6% | $3,108-47.6% | $5,609-71.0% |
| Admin fee / account holder | $3,945 | $6,522-39.5% | $5,060-22.0% | $10,827-63.6% |