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 | $69,950 | $99,640-29.8% | $86,436-19.1% | $134,475-48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,001 | $4,400-9.1% | $3,769+6.2% | $4,740-15.6% |
| Participant deferral / active EE | $2,676 | $7,246-63.1% | $6,952-61.5% | $6,400-58.2% |
| Admin fee / account holder | $2,050 | $8,371-75.5% | $6,731-69.5% | $11,426-82.1% |