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 | $31,424 | $135,635-76.8% | $110,238-71.5% | $135,375-76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.78% | 513.19%-517.0pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,445 | $4,906-9.4% | $3,826+16.2% | $4,779-7.0% |
| Participant deferral / active EE | $2,757 | $5,506-49.9% | $4,672-41.0% | $5,609-50.8% |
| Admin fee / account holder | $11,516 | $11,457+0.5% | $8,547+34.7% | $10,827+6.4% |