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 10-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 | $66,905 | $160,055-58.2% | $140,016-52.2% | $135,375-50.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.03% | 911.38%-917.4pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,076 | $6,420-20.9% | $5,606-9.4% | $4,779+6.2% |
| Participant deferral / active EE | $9,687 | $7,642+26.8% | $6,927+39.8% | $5,609+72.7% |
| Admin fee / account holder | $455 | $13,328-96.6% | $10,705-95.8% | $10,827-95.8% |