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 | $68,487 | $190,805-64.1% | $159,960-57.2% | $134,475-49.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.25% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,782 | $4,995-64.3% | $4,226-57.8% | $4,740-62.4% |
| Participant deferral / active EE | $7,329 | $6,923+5.9% | $6,182+18.5% | $6,400+14.5% |
| Admin fee / account holder | $821 | $10,471-92.2% | $8,698-90.6% | $11,426-92.8% |