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 | $73,301 | $99,640-26.4% | $86,436-15.2% | $134,475-45.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.53% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,540 | $4,400-42.3% | $3,769-32.6% | $4,740-46.4% |
| Participant deferral / active EE | $10,394 | $7,246+43.4% | $6,952+49.5% | $6,400+62.4% |
| Admin fee / account holder | $35,928 | $8,371+329.2% | $6,731+433.8% | $11,426+214.4% |