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 | $84,725 | $99,640-15.0% | $86,436-2.0% | $134,475-37.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.58% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,333 | $4,400+89.4% | $3,769+121.1% | $4,740+75.8% |
| Participant deferral / active EE | $8,264 | $7,246+14.0% | $6,952+18.9% | $6,400+29.1% |
| Admin fee / account holder | $9,763 | $8,371+16.6% | $6,731+45.0% | $11,426-14.6% |