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 7-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 | $20,918 | $84,402-75.2% | $61,373-65.9% | $134,475-84.4% |
| Participation rate | 86.7% | 62.2%+24.5pp | 52.6%+34.1pp | 81.2%+5.4pp |
| Annual return | -17.18% | 584.55%-601.7pp | 338.61%-355.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,554 | $1,544+259.6% | $1,159+379.0% | $4,740+17.2% |
| Participant deferral / active EE | $2,081 | $2,819-26.2% | $2,125-2.1% | $6,400-67.5% |
| Admin fee / account holder | $857 | $2,585-66.9% | $2,130-59.8% | $11,426-92.5% |