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 | $68,098 | $138,044-50.7% | $125,339-45.7% | $134,475-49.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,246 | $5,243-19.0% | $4,814-11.8% | $4,740-10.4% |
| Participant deferral / active EE | $9,063 | $7,799+16.2% | $7,446+21.7% | $6,400+41.6% |
| Admin fee / account holder | $684 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |