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 | $61,976 | $180,449-65.7% | $154,107-59.8% | $135,375-54.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $5,412 | $6,035-10.3% | $5,298+2.2% | $4,779+13.2% |
| Participant deferral / active EE | $4,598 | $5,806-20.8% | $5,081-9.5% | $5,609-18.0% |
| Admin fee / account holder | $610 | $16,143-96.2% | $13,411-95.5% | $10,827-94.4% |