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 | $39,881 | $152,509-73.9% | $117,472-66.1% | $134,475-70.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.35% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,760 | $5,571+39.3% | $4,176+85.8% | $4,740+63.7% |
| Participant deferral / active EE | $26,540 | $4,818+450.9% | $4,070+552.0% | $6,400+314.7% |
| Admin fee / account holder | $9,290 | $7,004+32.6% | $5,645+64.6% | $11,426-18.7% |