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 | $14,985 | $97,757-84.7% | $83,848-82.1% | $135,375-88.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.79% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,659 | $4,222+10.4% | $3,631+28.3% | $4,779-2.5% |
| Participant deferral / active EE | $3,410 | $4,682-27.2% | $4,082-16.5% | $5,609-39.2% |
| Admin fee / account holder | $3,829 | $6,674-42.6% | $5,478-30.1% | $10,827-64.6% |