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 | $42,566 | $97,757-56.5% | $83,848-49.2% | $135,375-68.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,072 | $4,222-74.6% | $3,631-70.5% | $4,779-77.6% |
| Participant deferral / active EE | $2,934 | $4,682-37.3% | $4,082-28.1% | $5,609-47.7% |
| Admin fee / account holder | $3,958 | $6,674-40.7% | $5,478-27.7% | $10,827-63.4% |