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 | $52,784 | $56,199-6.1% | $67,652-22.0% | $59,632-11.5% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | -1.40% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $740 | $1,614-54.1% | $2,266-67.3% | $2,203-66.4% |
| Participant deferral / active EE | $2,647 | $2,844-6.9% | $3,560-25.6% | $3,192-17.1% |
| Admin fee / account holder | $1,500 | $3,958-62.1% | $4,821-68.9% | $4,297-65.1% |