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 | $23,680 | $138,065-82.8% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.64% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,485 | $5,151-32.4% | $4,628-24.7% | $4,779-27.1% |
| Participant deferral / active EE | $7,475 | $6,799+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $2,454 | $10,916-77.5% | $9,284-73.6% | $10,827-77.3% |