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 7-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 | $30,885 | $138,044-77.6% | $125,339-75.4% | $134,475-77.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.51% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,298 | $5,243+58.3% | $4,814+72.4% | $4,740+75.1% |
| Participant deferral / active EE | $3,066 | $7,799-60.7% | $7,446-58.8% | $6,400-52.1% |
| Admin fee / account holder | $16,686 | $11,571+44.2% | $10,010+66.7% | $11,426+46.0% |