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 | $80,555 | $99,640-19.2% | $86,436-6.8% | $134,475-40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.95% | 6782.58%-6791.5pp | 4394.89%-4403.8pp | 417.96%-426.9pp |
| Employer contribution / active EE | $3,811 | $4,400-13.4% | $3,769+1.1% | $4,740-19.6% |
| Participant deferral / active EE | $6,552 | $7,246-9.6% | $6,952-5.8% | $6,400+2.4% |
| Admin fee / account holder | $5,290 | $8,371-36.8% | $6,731-21.4% | $11,426-53.7% |