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 9-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 | $66,632 | $138,044-51.7% | $125,339-46.8% | $134,475-50.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.08% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $10,797 | $5,243+105.9% | $4,814+124.3% | $4,740+127.8% |
| Participant deferral / active EE | $16,975 | $7,799+117.7% | $7,446+128.0% | $6,400+165.2% |
| Admin fee / account holder | $26,984 | $11,571+133.2% | $10,010+169.6% | $11,426+136.2% |