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 | $44,923 | $84,402-46.8% | $61,373-26.8% | $134,475-66.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -9.71% | 584.55%-594.3pp | 338.61%-348.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $3,786 | $1,544+145.1% | $1,159+226.5% | $4,740-20.1% |
| Participant deferral / active EE | $3,906 | $2,819+38.6% | $2,125+83.8% | $6,400-39.0% |
| Admin fee / account holder | $1,634 | $2,585-36.8% | $2,130-23.3% | $11,426-85.7% |