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 | $26,612 | $133,958-80.1% | $112,228-76.3% | $134,475-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.59% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,277 | $4,038+80.2% | $3,635+100.2% | $4,740+53.5% |
| Participant deferral / active EE | $10,671 | $5,291+101.7% | $4,728+125.7% | $6,400+66.7% |
| Admin fee / account holder | $30,729 | $7,489+310.3% | $6,410+379.4% | $11,426+168.9% |