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 | $14,482 | $106,543-86.4% | $91,220-84.1% | $134,475-89.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.36% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $445 | $3,331-86.6% | $2,850-84.4% | $4,740-90.6% |
| Participant deferral / active EE | $1,959 | $4,719-58.5% | $4,234-53.7% | $6,400-69.4% |
| Admin fee / account holder | $1,276 | $6,231-79.5% | $5,420-76.5% | $11,426-88.8% |