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 | $20,630 | $190,805-89.2% | $159,960-87.1% | $134,475-84.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.89% | 552.23%-553.1pp | 408.60%-409.5pp | 417.96%-418.9pp |
| Employer contribution / active EE | $2,593 | $4,995-48.1% | $4,226-38.6% | $4,740-45.3% |
| Participant deferral / active EE | $4,476 | $6,923-35.3% | $6,182-27.6% | $6,400-30.1% |
| Admin fee / account holder | $4,259 | $10,471-59.3% | $8,698-51.0% | $11,426-62.7% |