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 6-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 | $32,867 | $129,942-74.7% | $104,294-68.5% | $134,475-75.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 42.03%-57.0pp | 24.61%-39.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $12,094 | $4,184+189.1% | $3,372+258.7% | $4,740+155.2% |
| Participant deferral / active EE | $4,366 | $5,588-21.9% | $4,625-5.6% | $6,400-31.8% |
| Admin fee / account holder | $1,126 | $9,323-87.9% | $7,339-84.7% | $11,426-90.1% |