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 9-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 | $17,059 | $84,695-79.9% | $73,843-76.9% | $125,391-86.4% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -1.88% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,245 | $3,123-28.1% | $2,787-19.5% | $4,866-53.9% |
| Participant deferral / active EE | $3,308 | $3,992-17.1% | $3,583-7.7% | $5,352-38.2% |
| Admin fee / account holder | $372 | $5,691-93.5% | $4,880-92.4% | $9,540-96.1% |