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 | $53,561 | $138,044-61.2% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,049 | $5,243-60.9% | $4,814-57.4% | $4,740-56.8% |
| Participant deferral / active EE | $21,099 | $7,799+170.5% | $7,446+183.3% | $6,400+229.7% |
| Admin fee / account holder | $4,393 | $11,571-62.0% | $10,010-56.1% | $11,426-61.6% |