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 5-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 | $57,646 | $190,805-69.8% | $159,960-64.0% | $134,475-57.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.04% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,899 | $4,995-42.0% | $4,226-31.4% | $4,740-38.8% |
| Participant deferral / active EE | $4,999 | $6,923-27.8% | $6,182-19.1% | $6,400-21.9% |
| Admin fee / account holder | $835 | $10,471-92.0% | $8,698-90.4% | $11,426-92.7% |