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 | $72,008 | $138,065-47.8% | $123,544-41.7% | $135,375-46.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,806 | $5,151-6.7% | $4,628+3.8% | $4,779+0.6% |
| Participant deferral / active EE | $8,640 | $6,799+27.1% | $6,426+34.5% | $5,609+54.0% |
| Admin fee / account holder | $722 | $10,916-93.4% | $9,284-92.2% | $10,827-93.3% |