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 | $21,563 | $197,825-89.1% | $155,790-86.2% | $125,391-82.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.80% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,552 | $4,847-47.3% | $3,836-33.5% | $4,866-47.6% |
| Participant deferral / active EE | $3,292 | $5,630-41.5% | $4,797-31.4% | $5,352-38.5% |
| Admin fee / account holder | $29,645 | $9,545+210.6% | $7,478+296.4% | $9,540+210.7% |