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 6-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 | $55,017 | $106,543-48.4% | $91,220-39.7% | $134,475-59.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.73% | 160.60%-169.3pp | 114.01%-122.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $14,325 | $3,331+330.1% | $2,850+402.6% | $4,740+202.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $354 | $6,231-94.3% | $5,420-93.5% | $11,426-96.9% |