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 | $25,275 | $190,805-86.8% | $159,960-84.2% | $134,475-81.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.45% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,763 | $4,995-64.7% | $4,226-58.3% | $4,740-62.8% |
| Participant deferral / active EE | $4,977 | $6,923-28.1% | $6,182-19.5% | $6,400-22.2% |
| Admin fee / account holder | $381 | $10,471-96.4% | $8,698-95.6% | $11,426-96.7% |