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 7-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 | $44,160 | $160,055-72.4% | $140,016-68.5% | $135,375-67.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.94% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,911 | $6,420-54.7% | $5,606-48.1% | $4,779-39.1% |
| Participant deferral / active EE | $4,461 | $7,642-41.6% | $6,927-35.6% | $5,609-20.5% |
| Admin fee / account holder | $7,514 | $13,328-43.6% | $10,705-29.8% | $10,827-30.6% |