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 | $106,088 | $138,044-23.1% | $125,339-15.4% | $134,475-21.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $24,538 | $5,243+368.0% | $4,814+409.8% | $4,740+417.7% |
| Participant deferral / active EE | $15,203 | $7,799+94.9% | $7,446+104.2% | $6,400+137.5% |
| Admin fee / account holder | $9,243 | $11,571-20.1% | $10,010-7.7% | $11,426-19.1% |