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 | $57,261 | $138,044-58.5% | $125,339-54.3% | $134,475-57.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.52% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $16,788 | $5,243+220.2% | $4,814+248.8% | $4,740+254.2% |
| Participant deferral / active EE | $9,736 | $7,799+24.8% | $7,446+30.7% | $6,400+52.1% |
| Admin fee / account holder | $525 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |