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 | $70,205 | $106,543-34.1% | $91,220-23.0% | $134,475-47.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.12% | 160.60%-171.7pp | 114.01%-125.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,398 | $3,331-28.0% | $2,850-15.9% | $4,740-49.4% |
| Participant deferral / active EE | $1,145 | $4,719-75.7% | $4,234-73.0% | $6,400-82.1% |
| Admin fee / account holder | $591 | $6,231-90.5% | $5,420-89.1% | $11,426-94.8% |