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 | $23,418 | $133,958-82.5% | $112,228-79.1% | $134,475-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.43% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,354 | $4,038-41.7% | $3,635-35.2% | $4,740-50.3% |
| Participant deferral / active EE | $4,184 | $5,291-20.9% | $4,728-11.5% | $6,400-34.6% |
| Admin fee / account holder | $531 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |