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 | $76,359 | $138,044-44.7% | $125,339-39.1% | $134,475-43.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.37% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,092 | $5,243-60.1% | $4,814-56.5% | $4,740-55.9% |
| Participant deferral / active EE | $12,721 | $7,799+63.1% | $7,446+70.8% | $6,400+98.8% |
| Admin fee / account holder | $491 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |