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 | $107,209 | $138,044-22.3% | $125,339-14.5% | $134,475-20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,994 | $5,243-4.8% | $4,814+3.7% | $4,740+5.4% |
| Participant deferral / active EE | $23,764 | $7,799+204.7% | $7,446+219.1% | $6,400+271.3% |
| Admin fee / account holder | $1,288 | $11,571-88.9% | $10,010-87.1% | $11,426-88.7% |