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 8-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 | $63,546 | $92,703-31.5% | $82,719-23.2% | $134,475-52.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.02% | 944.92%-946.9pp | 701.18%-703.2pp | 417.96%-420.0pp |
| Employer contribution / active EE | $22,729 | $3,274+594.3% | $3,009+655.4% | $4,740+379.5% |
| Participant deferral / active EE | $15,833 | $4,802+229.7% | $4,395+260.3% | $6,400+147.4% |
| Admin fee / account holder | $1,512 | $5,983-74.7% | $5,329-71.6% | $11,426-86.8% |