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 | $72,409 | $180,449-59.9% | $154,107-53.0% | $135,375-46.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.19% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,527 | $6,035-8.4% | $5,298+4.3% | $4,779+15.7% |
| Participant deferral / active EE | $5,208 | $5,806-10.3% | $5,081+2.5% | $5,609-7.1% |
| Admin fee / account holder | $1,106 | $16,143-93.1% | $13,411-91.8% | $10,827-89.8% |