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 | $38,673 | $138,044-72.0% | $125,339-69.1% | $134,475-71.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,892 | $5,243-44.8% | $4,814-39.9% | $4,740-39.0% |
| Participant deferral / active EE | $7,544 | $7,799-3.3% | $7,446+1.3% | $6,400+17.9% |
| Admin fee / account holder | $8,057 | $11,571-30.4% | $10,010-19.5% | $11,426-29.5% |