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 | $29,629 | $138,044-78.5% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,329 | $5,243-74.6% | $4,814-72.4% | $4,740-72.0% |
| Participant deferral / active EE | $2,659 | $7,799-65.9% | $7,446-64.3% | $6,400-58.5% |
| Admin fee / account holder | $550 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |