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 7-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 | $15,299 | $190,805-92.0% | $159,960-90.4% | $134,475-88.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.19% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,117 | $4,995-37.6% | $4,226-26.2% | $4,740-34.2% |
| Participant deferral / active EE | $3,990 | $6,923-42.4% | $6,182-35.5% | $6,400-37.6% |
| Admin fee / account holder | $1,525 | $10,471-85.4% | $8,698-82.5% | $11,426-86.7% |