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 5-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 | $33,562 | $190,805-82.4% | $159,960-79.0% | $134,475-75.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.01% | 552.23%-567.2pp | 408.60%-423.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,025 | $4,995-79.5% | $4,226-75.7% | $4,740-78.4% |
| Participant deferral / active EE | $4,000 | $6,923-42.2% | $6,182-35.3% | $6,400-37.5% |
| Admin fee / account holder | $803 | $10,471-92.3% | $8,698-90.8% | $11,426-93.0% |