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 | $26,463 | $152,509-82.6% | $117,472-77.5% | $134,475-80.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.62% | 52.99%-60.6pp | 29.74%-37.4pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,577 | $5,571-53.7% | $4,176-38.3% | $4,740-45.6% |
| Participant deferral / active EE | $3,397 | $4,818-29.5% | $4,070-16.5% | $6,400-46.9% |
| Admin fee / account holder | $54,950 | $7,004+684.6% | $5,645+873.5% | $11,426+380.9% |