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 | $17,113 | $106,543-83.9% | $91,220-81.2% | $134,475-87.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.39% | 160.60%-179.0pp | 114.01%-132.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,927 | $3,331-42.2% | $2,850-32.4% | $4,740-59.4% |
| Participant deferral / active EE | $4,495 | $4,719-4.7% | $4,234+6.2% | $6,400-29.8% |
| Admin fee / account holder | $6,669 | $6,231+7.0% | $5,420+23.1% | $11,426-41.6% |