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 | $69,503 | $180,449-61.5% | $154,107-54.9% | $135,375-48.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.24% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,103 | $6,035-15.4% | $5,298-3.7% | $4,779+6.8% |
| Participant deferral / active EE | $6,022 | $5,806+3.7% | $5,081+18.5% | $5,609+7.4% |
| Admin fee / account holder | $11,278 | $16,143-30.1% | $13,411-15.9% | $10,827+4.2% |