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 | $76,043 | $92,703-18.0% | $82,719-8.1% | $134,475-43.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.76% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,344 | $3,274-59.0% | $3,009-55.3% | $4,740-71.7% |
| Participant deferral / active EE | $4,366 | $4,802-9.1% | $4,395-0.7% | $6,400-31.8% |
| Admin fee / account holder | $818 | $5,983-86.3% | $5,329-84.6% | $11,426-92.8% |