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 10-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 | $57,486 | $90,600-36.5% | $79,464-27.7% | $135,375-57.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.44% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $785 | $3,068-74.4% | $2,800-72.0% | $4,779-83.6% |
| Participant deferral / active EE | $7,000 | $4,050+72.8% | $3,704+89.0% | $5,609+24.8% |
| Admin fee / account holder | $444 | $5,907-92.5% | $5,113-91.3% | $10,827-95.9% |