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 10-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 | $87,996 | $138,044-36.3% | $125,339-29.8% | $134,475-34.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.35% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,978 | $5,243-43.2% | $4,814-38.1% | $4,740-37.2% |
| Participant deferral / active EE | $8,586 | $7,799+10.1% | $7,446+15.3% | $6,400+34.2% |
| Admin fee / account holder | $454 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |