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 6-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 | $34,552 | $138,044-75.0% | $125,339-72.4% | $134,475-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.03% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,811 | $5,243+68.0% | $4,814+83.0% | $4,740+85.9% |
| Participant deferral / active EE | $9,535 | $7,799+22.3% | $7,446+28.0% | $6,400+49.0% |
| Admin fee / account holder | $315 | $11,571-97.3% | $10,010-96.9% | $11,426-97.2% |