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 | $76,238 | $135,635-43.8% | $110,238-30.8% | $135,375-43.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.91% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,917 | $4,906-60.9% | $3,826-49.9% | $4,779-59.9% |
| Participant deferral / active EE | $1,919 | $5,506-65.2% | $4,672-58.9% | $5,609-65.8% |
| Admin fee / account holder | $475 | $11,457-95.9% | $8,547-94.4% | $10,827-95.6% |