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 8-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 | $92,777 | $97,757-5.1% | $83,848+10.6% | $135,375-31.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -7.91% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $13,516 | $4,222+220.2% | $3,631+272.3% | $4,779+182.8% |
| Participant deferral / active EE | $5,823 | $4,682+24.4% | $4,082+42.7% | $5,609+3.8% |
| Admin fee / account holder | $766 | $6,674-88.5% | $5,478-86.0% | $10,827-92.9% |