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 | $40,172 | $138,065-70.9% | $123,544-67.5% | $135,375-70.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,173 | $5,151-38.4% | $4,628-31.4% | $4,779-33.6% |
| Participant deferral / active EE | $6,989 | $6,799+2.8% | $6,426+8.8% | $5,609+24.6% |
| Admin fee / account holder | $8,908 | $10,916-18.4% | $9,284-4.0% | $10,827-17.7% |