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 6-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 | $70,587 | $133,958-47.3% | $112,228-37.1% | $134,475-47.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.09% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,222 | $4,038+153.1% | $3,635+181.2% | $4,740+115.7% |
| Participant deferral / active EE | $4,181 | $5,291-21.0% | $4,728-11.6% | $6,400-34.7% |
| Admin fee / account holder | $3,131 | $7,489-58.2% | $6,410-51.2% | $11,426-72.6% |