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 | $96,077 | $99,640-3.6% | $86,436+11.2% | $134,475-28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.04% | 6782.58%-6787.6pp | 4394.89%-4399.9pp | 417.96%-423.0pp |
| Employer contribution / active EE | $8,376 | $4,400+90.3% | $3,769+122.2% | $4,740+76.7% |
| Participant deferral / active EE | $7,402 | $7,246+2.2% | $6,952+6.5% | $6,400+15.7% |
| Admin fee / account holder | $29,233 | $8,371+249.2% | $6,731+334.3% | $11,426+155.9% |