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 | $29,466 | $138,065-78.7% | $123,544-76.1% | $135,375-78.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,759 | $5,151-46.5% | $4,628-40.4% | $4,779-42.3% |
| Participant deferral / active EE | $6,249 | $6,799-8.1% | $6,426-2.7% | $5,609+11.4% |
| Admin fee / account holder | $2,961 | $10,916-72.9% | $9,284-68.1% | $10,827-72.7% |