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 | $57,082 | $138,044-58.6% | $125,339-54.5% | $134,475-57.6% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,358 | $5,243+97.6% | $4,814+115.2% | $4,740+118.5% |
| Participant deferral / active EE | $16,816 | $7,799+115.6% | $7,446+125.8% | $6,400+162.8% |
| Admin fee / account holder | $9,702 | $11,571-16.2% | $10,010-3.1% | $11,426-15.1% |