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 | $71,073 | $138,065-48.5% | $123,544-42.5% | $135,375-47.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,486 | $5,151-32.3% | $4,628-24.7% | $4,779-27.0% |
| Participant deferral / active EE | $10,344 | $6,799+52.1% | $6,426+61.0% | $5,609+84.4% |
| Admin fee / account holder | $12,136 | $10,916+11.2% | $9,284+30.7% | $10,827+12.1% |