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 | $23,103 | $99,640-76.8% | $86,436-73.3% | $134,475-82.8% |
| Participation rate | 70.6% | 82.0%-11.5pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -19.26% | 6782.58%-6801.8pp | 4394.89%-4414.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,945 | $4,400-55.8% | $3,769-48.4% | $4,740-59.0% |
| Participant deferral / active EE | $2,311 | $7,246-68.1% | $6,952-66.8% | $6,400-63.9% |
| Admin fee / account holder | $2,650 | $8,371-68.3% | $6,731-60.6% | $11,426-76.8% |