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 | $30,206 | $190,805-84.2% | $159,960-81.1% | $134,475-77.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.05% | 552.23%-569.3pp | 408.60%-425.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,175 | $4,995-56.5% | $4,226-48.5% | $4,740-54.1% |
| Participant deferral / active EE | $3,998 | $6,923-42.2% | $6,182-35.3% | $6,400-37.5% |
| Admin fee / account holder | $417 | $10,471-96.0% | $8,698-95.2% | $11,426-96.4% |