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 | $71,479 | $90,600-21.1% | $79,464-10.0% | $135,375-47.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.40% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,780 | $3,068-42.0% | $2,800-36.4% | $4,779-62.7% |
| Participant deferral / active EE | $3,834 | $4,050-5.3% | $3,704+3.5% | $5,609-31.6% |
| Admin fee / account holder | $806 | $5,907-86.4% | $5,113-84.2% | $10,827-92.6% |