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 | $38,042 | $138,044-72.4% | $125,339-69.6% | $134,475-71.7% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -18.72% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,250 | $5,243+19.2% | $4,814+29.8% | $4,740+31.9% |
| Participant deferral / active EE | $9,832 | $7,799+26.1% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $775 | $11,571-93.3% | $10,010-92.3% | $11,426-93.2% |