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 | $70,321 | $138,044-49.1% | $125,339-43.9% | $134,475-47.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.77% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,146 | $5,243-1.9% | $4,814+6.9% | $4,740+8.6% |
| Participant deferral / active EE | $10,467 | $7,799+34.2% | $7,446+40.6% | $6,400+63.6% |
| Admin fee / account holder | $6,347 | $11,571-45.2% | $10,010-36.6% | $11,426-44.5% |