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 8-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 | $63,849 | $138,044-53.7% | $125,339-49.1% | $134,475-52.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.98% | 750.33%-758.3pp | 572.05%-580.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,621 | $5,243-50.0% | $4,814-45.5% | $4,740-44.7% |
| Participant deferral / active EE | $12,615 | $7,799+61.7% | $7,446+69.4% | $6,400+97.1% |
| Admin fee / account holder | $169,976 | $11,571+1368.9% | $10,010+1598.1% | $11,426+1387.6% |