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 | $35,795 | $133,958-73.3% | $112,228-68.1% | $134,475-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.33% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,917 | $4,038-27.8% | $3,635-19.7% | $4,740-38.4% |
| Participant deferral / active EE | $6,962 | $5,291+31.6% | $4,728+47.2% | $6,400+8.8% |
| Admin fee / account holder | $806 | $7,489-89.2% | $6,410-87.4% | $11,426-93.0% |