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 | $38,957 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.95% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,464 | $6,035-59.2% | $5,298-53.5% | $4,779-48.4% |
| Participant deferral / active EE | $2,643 | $5,806-54.5% | $5,081-48.0% | $5,609-52.9% |
| Admin fee / account holder | $1,203 | $16,143-92.6% | $13,411-91.0% | $10,827-88.9% |