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 6-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 | $21,565 | $152,509-85.9% | $117,472-81.6% | $134,475-84.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.11% | 52.99%-73.1pp | 29.74%-49.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,855 | $5,571-48.8% | $4,176-31.6% | $4,740-39.8% |
| Participant deferral / active EE | $7,843 | $4,818+62.8% | $4,070+92.7% | $6,400+22.6% |
| Admin fee / account holder | $540 | $7,004-92.3% | $5,645-90.4% | $11,426-95.3% |