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 10-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 | $23,271 | $138,065-83.1% | $123,544-81.2% | $135,375-82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,555 | $5,151-31.0% | $4,628-23.2% | $4,779-25.6% |
| Participant deferral / active EE | $8,886 | $6,799+30.7% | $6,426+38.3% | $5,609+58.4% |
| Admin fee / account holder | $3,432 | $10,916-68.6% | $9,284-63.0% | $10,827-68.3% |