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 8-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 | $69,460 | $82,630-15.9% | $64,105+8.4% | $125,391-44.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.74% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $29,948 | $2,671+1021.1% | $1,820+1545.6% | $4,866+515.5% |
| Participant deferral / active EE | $24,600 | $3,608+581.7% | $2,822+771.8% | $5,352+359.7% |
| Admin fee / account holder | $662 | $6,382-89.6% | $4,499-85.3% | $9,540-93.1% |