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 | $115,827 | $138,065-16.1% | $123,544-6.2% | $135,375-14.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.38% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,008 | $5,151-22.2% | $4,628-13.4% | $4,779-16.1% |
| Participant deferral / active EE | $2,952 | $6,799-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $502 | $10,916-95.4% | $9,284-94.6% | $10,827-95.4% |