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 8-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 | $57,671 | $190,805-69.8% | $159,960-63.9% | $134,475-57.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.45% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,801 | $4,995-43.9% | $4,226-33.7% | $4,740-40.9% |
| Participant deferral / active EE | $6,016 | $6,923-13.1% | $6,182-2.7% | $6,400-6.0% |
| Admin fee / account holder | $938 | $10,471-91.0% | $8,698-89.2% | $11,426-91.8% |