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 7-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 | $17,324 | $138,044-87.5% | $125,339-86.2% | $134,475-87.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.37% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,843 | $5,243-45.8% | $4,814-40.9% | $4,740-40.0% |
| Participant deferral / active EE | $9,690 | $7,799+24.3% | $7,446+30.1% | $6,400+51.4% |
| Admin fee / account holder | $3,500 | $11,571-69.7% | $10,010-65.0% | $11,426-69.4% |