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 | $71,047 | $99,640-28.7% | $86,436-17.8% | $134,475-47.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,646 | $4,400+73.8% | $3,769+102.9% | $4,740+61.3% |
| Participant deferral / active EE | $9,777 | $7,246+34.9% | $6,952+40.6% | $6,400+52.8% |
| Admin fee / account holder | $6,253 | $8,371-25.3% | $6,731-7.1% | $11,426-45.3% |