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 9-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 | $77,686 | $180,449-56.9% | $154,107-49.6% | $135,375-42.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.21% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,628 | $6,035-23.3% | $5,298-12.6% | $4,779-3.2% |
| Participant deferral / active EE | $5,268 | $5,806-9.3% | $5,081+3.7% | $5,609-6.1% |
| Admin fee / account holder | $1,026 | $16,143-93.6% | $13,411-92.3% | $10,827-90.5% |