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 | $91,335 | $138,044-33.8% | $125,339-27.1% | $134,475-32.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $25,289 | $5,243+382.3% | $4,814+425.4% | $4,740+433.6% |
| Participant deferral / active EE | $16,380 | $7,799+110.0% | $7,446+120.0% | $6,400+155.9% |
| Admin fee / account holder | $567 | $11,571-95.1% | $10,010-94.3% | $11,426-95.0% |