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 | $32,168 | $138,044-76.7% | $125,339-74.3% | $134,475-76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.48% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,843 | $5,243-64.9% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $9,041 | $7,799+15.9% | $7,446+21.4% | $6,400+41.3% |
| Admin fee / account holder | $472 | $11,571-95.9% | $10,010-95.3% | $11,426-95.9% |