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 | $43,146 | $180,449-76.1% | $154,107-72.0% | $135,375-68.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.35% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,704 | $6,035+27.6% | $5,298+45.4% | $4,779+61.2% |
| Participant deferral / active EE | $16,874 | $5,806+190.6% | $5,081+232.1% | $5,609+200.8% |
| Admin fee / account holder | $611 | $16,143-96.2% | $13,411-95.4% | $10,827-94.4% |