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 | $84,006 | $97,757-14.1% | $83,848+0.2% | $135,375-37.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.93% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,184 | $4,222-0.9% | $3,631+15.2% | $4,779-12.5% |
| Participant deferral / active EE | $4,848 | $4,682+3.5% | $4,082+18.8% | $5,609-13.6% |
| Admin fee / account holder | $812 | $6,674-87.8% | $5,478-85.2% | $10,827-92.5% |