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 | $9,832 | $67,331-85.4% | $60,874-83.8% | $134,475-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 49.93%-67.2pp | 16.90%-34.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,645 | $3,096-14.6% | $2,701-2.1% | $4,740-44.2% |
| Participant deferral / active EE | $3,527 | $4,538-22.3% | $3,817-7.6% | $6,400-44.9% |
| Admin fee / account holder | $1,280 | $4,582-72.1% | $3,224-60.3% | $11,426-88.8% |