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 9-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 | $77,106 | $84,695-9.0% | $73,843+4.4% | $125,391-38.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.31% | 3123.53%-3125.8pp | 2267.84%-2270.1pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,679 | $3,123+17.8% | $2,787+32.0% | $4,866-24.4% |
| Participant deferral / active EE | $18,379 | $3,992+360.3% | $3,583+412.9% | $5,352+243.4% |
| Admin fee / account holder | $5,768 | $5,691+1.3% | $4,880+18.2% | $9,540-39.5% |