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 5-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 | $23,684 | $190,805-87.6% | $159,960-85.2% | $134,475-82.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.52% | 552.23%-571.8pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,590 | $4,995-68.2% | $4,226-62.4% | $4,740-66.5% |
| Participant deferral / active EE | $5,354 | $6,923-22.7% | $6,182-13.4% | $6,400-16.3% |
| Admin fee / account holder | $607 | $10,471-94.2% | $8,698-93.0% | $11,426-94.7% |