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 | $54,413 | $92,703-41.3% | $82,719-34.2% | $134,475-59.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.48% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,008 | $3,274-8.1% | $3,0090% | $4,740-36.5% |
| Participant deferral / active EE | $1,339 | $4,802-72.1% | $4,395-69.5% | $6,400-79.1% |
| Admin fee / account holder | $466 | $5,983-92.2% | $5,329-91.3% | $11,426-95.9% |