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 | $77,644 | $138,065-43.8% | $123,544-37.2% | $135,375-42.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,680 | $5,151-28.6% | $4,628-20.5% | $4,779-23.0% |
| Participant deferral / active EE | $3,348 | $6,799-50.8% | $6,426-47.9% | $5,609-40.3% |
| Admin fee / account holder | $793 | $10,916-92.7% | $9,284-91.5% | $10,827-92.7% |