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 | $18,415 | $90,600-79.7% | $79,464-76.8% | $135,375-86.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.93% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,974 | $3,068-35.7% | $2,800-29.5% | $4,779-58.7% |
| Participant deferral / active EE | $5,610 | $4,050+38.5% | $3,704+51.5% | $5,6090% |
| Admin fee / account holder | $6,162 | $5,907+4.3% | $5,113+20.5% | $10,827-43.1% |