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 | $84,308 | $190,805-55.8% | $159,960-47.3% | $134,475-37.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.75% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,869 | $4,995-42.6% | $4,226-32.1% | $4,740-39.5% |
| Participant deferral / active EE | $7,382 | $6,923+6.6% | $6,182+19.4% | $6,400+15.4% |
| Admin fee / account holder | $1,771 | $10,471-83.1% | $8,698-79.6% | $11,426-84.5% |