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 6-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 | $64,874 | $138,044-53.0% | $125,339-48.2% | $134,475-51.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.41% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,400 | $5,243+22.1% | $4,814+33.0% | $4,740+35.0% |
| Participant deferral / active EE | $16,000 | $7,799+105.2% | $7,446+114.9% | $6,400+150.0% |
| Admin fee / account holder | $327 | $11,571-97.2% | $10,010-96.7% | $11,426-97.1% |