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 | $68,197 | $152,509-55.3% | $117,472-41.9% | $134,475-49.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.30% | 52.99%-66.3pp | 29.74%-43.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $640 | $5,571-88.5% | $4,176-84.7% | $4,740-86.5% |
| Participant deferral / active EE | $8,383 | $4,818+74.0% | $4,070+106.0% | $6,400+31.0% |
| Admin fee / account holder | $805 | $7,004-88.5% | $5,645-85.7% | $11,426-93.0% |