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 7-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 | $60,869 | $190,805-68.1% | $159,960-61.9% | $134,475-54.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.20% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,270 | $4,995-54.6% | $4,226-46.3% | $4,740-52.1% |
| Participant deferral / active EE | $14,199 | $6,923+105.1% | $6,182+129.7% | $6,400+121.9% |
| Admin fee / account holder | $29,852 | $10,471+185.1% | $8,698+243.2% | $11,426+161.3% |