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 | $116,130 | $99,640+16.5% | $86,436+34.4% | $134,475-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.08% | 6782.58%-6802.7pp | 4394.89%-4415.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,099 | $4,400-52.3% | $3,769-44.3% | $4,740-55.7% |
| Participant deferral / active EE | $6,500 | $7,246-10.3% | $6,952-6.5% | $6,400+1.6% |
| Admin fee / account holder | $804 | $8,371-90.4% | $6,731-88.1% | $11,426-93.0% |