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 | $70,315 | $106,543-34.0% | $91,220-22.9% | $134,475-47.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.07% | 160.60%-180.7pp | 114.01%-134.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $10,655 | $3,331+219.9% | $2,850+273.9% | $4,740+124.8% |
| Participant deferral / active EE | $18,000 | $4,719+281.5% | $4,234+325.2% | $6,400+181.3% |
| Admin fee / account holder | $364 | $6,231-94.2% | $5,420-93.3% | $11,426-96.8% |