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 | $133,194 | $190,805-30.2% | $159,960-16.7% | $134,475-1.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.74% | 552.23%-560.0pp | 408.60%-416.3pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,203 | $4,995-55.9% | $4,226-47.9% | $4,740-53.5% |
| Participant deferral / active EE | $5,067 | $6,923-26.8% | $6,182-18.0% | $6,400-20.8% |
| Admin fee / account holder | $2,283 | $10,471-78.2% | $8,698-73.8% | $11,426-80.0% |