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 | $73,797 | $138,044-46.5% | $125,339-41.1% | $134,475-45.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.85% | 750.33%-758.2pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,027 | $5,243-42.3% | $4,814-37.1% | $4,740-36.1% |
| Participant deferral / active EE | $8,387 | $7,799+7.5% | $7,446+12.6% | $6,400+31.0% |
| Admin fee / account holder | $283,332 | $11,571+2348.6% | $10,010+2730.6% | $11,426+2379.7% |