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 | $66,243 | $97,757-32.2% | $83,848-21.0% | $135,375-51.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.61% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,499 | $4,222+6.6% | $3,631+23.9% | $4,779-5.9% |
| Participant deferral / active EE | $2,488 | $4,682-46.9% | $4,082-39.0% | $5,609-55.6% |
| Admin fee / account holder | $5,934 | $6,674-11.1% | $5,478+8.3% | $10,827-45.2% |