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 | $75,214 | $93,024-19.1% | $77,024-2.3% | $134,475-44.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.04% | 62.60%-76.6pp | 42.32%-56.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $11,236 | $3,418+228.8% | $2,812+299.6% | $4,740+137.1% |
| Participant deferral / active EE | $18,548 | $5,238+254.1% | $4,426+319.0% | $6,400+189.8% |
| Admin fee / account holder | $2,422 | $6,944-65.1% | $5,425-55.4% | $11,426-78.8% |