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 | $78,394 | $180,449-56.6% | $154,107-49.1% | $135,375-42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.54% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $12,069 | $6,035+100.0% | $5,298+127.8% | $4,779+152.5% |
| Participant deferral / active EE | $6,910 | $5,806+19.0% | $5,081+36.0% | $5,609+23.2% |
| Admin fee / account holder | $8,852 | $16,143-45.2% | $13,411-34.0% | $10,827-18.2% |