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 | $35,954 | $138,044-74.0% | $125,339-71.3% | $134,475-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.52% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,005 | $5,243-61.8% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $8,018 | $7,799+2.8% | $7,446+7.7% | $6,400+25.3% |
| Admin fee / account holder | $659 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |