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 | $40,202 | $138,044-70.9% | $125,339-67.9% | $134,475-70.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.20% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $12,841 | $5,243+144.9% | $4,814+166.8% | $4,740+170.9% |
| Participant deferral / active EE | $17,990 | $7,799+130.7% | $7,446+141.6% | $6,400+181.1% |
| Admin fee / account holder | $46,150 | $11,571+298.8% | $10,010+361.1% | $11,426+303.9% |