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 | $45,022 | $88,594-49.2% | $70,092-35.8% | $134,475-66.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.48% | 442.67%-451.1pp | 190.73%-199.2pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,000 | $3,233-38.1% | $2,559-21.8% | $4,740-57.8% |
| Participant deferral / active EE | $946 | $4,772-80.2% | $3,849-75.4% | $6,400-85.2% |
| Admin fee / account holder | $3,100 | $10,441-70.3% | $6,267-50.5% | $11,426-72.9% |