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 8-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 | $73,571 | $99,640-26.2% | $86,436-14.9% | $134,475-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.44% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $14,168 | $4,400+222.0% | $3,769+276.0% | $4,740+198.9% |
| Participant deferral / active EE | $23,607 | $7,246+225.8% | $6,952+239.6% | $6,400+268.9% |
| Admin fee / account holder | $24,250 | $8,371+189.7% | $6,731+260.3% | $11,426+112.2% |