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 8-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 | $27,368 | $67,331-59.4% | $60,874-55.0% | $134,475-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.52% | 49.93%-69.5pp | 16.90%-36.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,023 | $3,096+94.5% | $2,701+123.0% | $4,740+27.1% |
| Participant deferral / active EE | $9,061 | $4,538+99.7% | $3,817+137.4% | $6,400+41.6% |
| Admin fee / account holder | $2,384 | $4,582-48.0% | $3,224-26.0% | $11,426-79.1% |