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 | $38,025 | $105,860-64.1% | $90,749-58.1% | $134,475-71.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.43% | -11.01%-5.4pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,014 | $3,462+73.7% | $2,921+105.9% | $4,740+26.9% |
| Participant deferral / active EE | $6,141 | $5,216+17.7% | $4,564+34.5% | $6,400-4.0% |
| Admin fee / account holder | $1,328 | $13,938-90.5% | $8,445-84.3% | $11,426-88.4% |