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 | $69,617 | $99,640-30.1% | $86,436-19.5% | $134,475-48.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.04% | 6782.58%-6793.6pp | 4394.89%-4405.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $5,200 | $4,400+18.2% | $3,769+38.0% | $4,740+9.7% |
| Participant deferral / active EE | $3,719 | $7,246-48.7% | $6,952-46.5% | $6,400-41.9% |
| Admin fee / account holder | $350 | $8,371-95.8% | $6,731-94.8% | $11,426-96.9% |