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 | $20,510 | $92,703-77.9% | $82,719-75.2% | $134,475-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.15% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,887 | $3,274-11.8% | $3,009-4.0% | $4,740-39.1% |
| Participant deferral / active EE | $4,778 | $4,802-0.5% | $4,395+8.7% | $6,400-25.3% |
| Admin fee / account holder | $2,638 | $5,983-55.9% | $5,329-50.5% | $11,426-76.9% |