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 | $34,674 | $133,958-74.1% | $112,228-69.1% | $134,475-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.31% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,743 | $4,038-32.1% | $3,635-24.5% | $4,740-42.1% |
| Participant deferral / active EE | $10,392 | $5,291+96.4% | $4,728+119.8% | $6,400+62.4% |
| Admin fee / account holder | $4,350 | $7,489-41.9% | $6,410-32.1% | $11,426-61.9% |