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 9-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 | $51,888 | $138,044-62.4% | $125,339-58.6% | $134,475-61.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,403 | $5,243-35.1% | $4,814-29.3% | $4,740-28.2% |
| Participant deferral / active EE | $6,007 | $7,799-23.0% | $7,446-19.3% | $6,400-6.1% |
| Admin fee / account holder | $1,903 | $11,571-83.6% | $10,010-81.0% | $11,426-83.3% |