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 | $79,169 | $180,449-56.1% | $154,107-48.6% | $135,375-41.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.92% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,935 | $6,035-67.9% | $5,298-63.5% | $4,779-59.5% |
| Participant deferral / active EE | $2,406 | $5,806-58.6% | $5,081-52.6% | $5,609-57.1% |
| Admin fee / account holder | $2,094 | $16,143-87.0% | $13,411-84.4% | $10,827-80.7% |