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 | $40,698 | $133,958-69.6% | $112,228-63.7% | $134,475-69.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.91% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,829 | $4,038+69.1% | $3,635+87.9% | $4,740+44.1% |
| Participant deferral / active EE | $5,775 | $5,291+9.2% | $4,728+22.1% | $6,400-9.8% |
| Admin fee / account holder | $319 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |