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 8-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 | $15,599 | $88,594-82.4% | $70,092-77.7% | $134,475-88.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.16% | 442.67%-462.8pp | 190.73%-210.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,500 | $3,233+70.1% | $2,559+114.9% | $4,740+16.0% |
| Participant deferral / active EE | $18,573 | $4,772+289.2% | $3,849+382.6% | $6,400+190.2% |
| Admin fee / account holder | $2,860 | $10,441-72.6% | $6,267-54.4% | $11,426-75.0% |