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 | $37,083 | $106,543-65.2% | $91,220-59.3% | $134,475-72.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.75% | 160.60%-178.3pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,684 | $3,331+40.6% | $2,850+64.3% | $4,740-1.2% |
| Participant deferral / active EE | $4,868 | $4,719+3.2% | $4,234+15.0% | $6,400-23.9% |
| Admin fee / account holder | $1,099 | $6,231-82.4% | $5,420-79.7% | $11,426-90.4% |