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 | $58,558 | $88,594-33.9% | $70,092-16.5% | $134,475-56.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.89% | 442.67%-459.6pp | 190.73%-207.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,139 | $3,233-2.9% | $2,559+22.7% | $4,740-33.8% |
| Participant deferral / active EE | $4,275 | $4,772-10.4% | $3,849+11.1% | $6,400-33.2% |
| Admin fee / account holder | $1,565 | $10,441-85.0% | $6,267-75.0% | $11,426-86.3% |