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 | $79,469 | $190,805-58.4% | $159,960-50.3% | $134,475-40.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.20% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $890 | $4,995-82.2% | $4,226-78.9% | $4,740-81.2% |
| Participant deferral / active EE | $8,333 | $6,923+20.4% | $6,182+34.8% | $6,400+30.2% |
| Admin fee / account holder | $1,327 | $10,471-87.3% | $8,698-84.7% | $11,426-88.4% |