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 9-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 | $87,676 | $99,640-12.0% | $86,436+1.4% | $134,475-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 6782.58%-6795.9pp | 4394.89%-4408.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $24,500 | $4,400+456.8% | $3,769+550.1% | $4,740+416.9% |
| Participant deferral / active EE | $3,735 | $7,246-48.5% | $6,952-46.3% | $6,400-41.6% |
| Admin fee / account holder | $608 | $8,371-92.7% | $6,731-91.0% | $11,426-94.7% |