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 7-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 | $82,486 | $142,344-42.1% | $119,609-31.0% | $134,475-38.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,508 | $5,222+5.5% | $4,232+30.2% | $4,740+16.2% |
| Participant deferral / active EE | $7,154 | $6,469+10.6% | $5,602+27.7% | $6,400+11.8% |
| Admin fee / account holder | $222,153 | $13,584+1535.4% | $10,323+2051.9% | $11,426+1844.3% |