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 | $17,019 | $104,106-83.7% | $71,086-76.1% | $135,375-87.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.76% | 1256.30%-1261.1pp | 650.59%-655.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $453 | $1,485-69.5% | $1,088-58.4% | $4,779-90.5% |
| Participant deferral / active EE | $1,909 | $2,527-24.4% | $1,874+1.9% | $5,609-66.0% |
| Admin fee / account holder | $994 | $4,142-76.0% | $3,082-67.8% | $10,827-90.8% |