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 10-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 | $77,106 | $160,055-51.8% | $140,016-44.9% | $135,375-43.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.20% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,217 | $6,420-49.9% | $5,606-42.6% | $4,779-32.7% |
| Participant deferral / active EE | $2,964 | $7,642-61.2% | $6,927-57.2% | $5,609-47.1% |
| Admin fee / account holder | $1,207 | $13,328-90.9% | $10,705-88.7% | $10,827-88.9% |