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 8-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 | $20,437 | $152,509-86.6% | $117,472-82.6% | $134,475-84.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.93% | 52.99%-71.9pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,889 | $5,571-66.1% | $4,176-54.8% | $4,740-60.1% |
| Participant deferral / active EE | $3,789 | $4,818-21.4% | $4,070-6.9% | $6,400-40.8% |
| Admin fee / account holder | $366 | $7,004-94.8% | $5,645-93.5% | $11,426-96.8% |