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 | $80,270 | $138,044-41.9% | $125,339-36.0% | $134,475-40.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.48% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $6,610 | $5,243+26.1% | $4,814+37.3% | $4,740+39.5% |
| Participant deferral / active EE | $9,647 | $7,799+23.7% | $7,446+29.6% | $6,400+50.7% |
| Admin fee / account holder | $1,287 | $11,571-88.9% | $10,010-87.1% | $11,426-88.7% |