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 | $21,082 | $90,600-76.7% | $79,464-73.5% | $135,375-84.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,500 | $3,068-18.5% | $2,800-10.7% | $4,779-47.7% |
| Participant deferral / active EE | $1,013 | $4,050-75.0% | $3,704-72.7% | $5,609-81.9% |
| Admin fee / account holder | $520 | $5,907-91.2% | $5,113-89.8% | $10,827-95.2% |