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 4-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 | $62,136 | $138,044-55.0% | $125,339-50.4% | $134,475-53.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.18% | 750.33%-760.5pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,151 | $5,243-1.8% | $4,814+7.0% | $4,740+8.7% |
| Participant deferral / active EE | $6,315 | $7,799-19.0% | $7,446-15.2% | $6,400-1.3% |
| Admin fee / account holder | $9,128 | $11,571-21.1% | $10,010-8.8% | $11,426-20.1% |