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 | $42,295 | $99,640-57.6% | $86,436-51.1% | $134,475-68.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,638 | $4,400-17.3% | $3,769-3.5% | $4,740-23.3% |
| Participant deferral / active EE | $18,016 | $7,246+148.6% | $6,952+159.2% | $6,400+181.5% |
| Admin fee / account holder | $292,216 | $8,371+3390.6% | $6,731+4241.3% | $11,426+2457.5% |