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 5-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 | $41,125 | $99,640-58.7% | $86,436-52.4% | $134,475-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.84% | 6782.58%-6795.4pp | 4394.89%-4407.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $856 | $4,400-80.6% | $3,769-77.3% | $4,740-81.9% |
| Participant deferral / active EE | $3,442 | $7,246-52.5% | $6,952-50.5% | $6,400-46.2% |
| Admin fee / account holder | $1,369 | $8,371-83.6% | $6,731-79.7% | $11,426-88.0% |