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 9-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 | $27,772 | $152,509-81.8% | $117,472-76.4% | $134,475-79.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.06% | 52.99%-69.0pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,184 | $5,571-78.8% | $4,176-71.7% | $4,740-75.0% |
| Participant deferral / active EE | $5,143 | $4,818+6.8% | $4,070+26.4% | $6,400-19.6% |
| Admin fee / account holder | $534 | $7,004-92.4% | $5,645-90.5% | $11,426-95.3% |