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 | $35,279 | $138,044-74.4% | $125,339-71.9% | $134,475-73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.44% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,559 | $5,243-32.1% | $4,814-26.1% | $4,740-24.9% |
| Participant deferral / active EE | $4,971 | $7,799-36.3% | $7,446-33.2% | $6,400-22.3% |
| Admin fee / account holder | $2,937 | $11,571-74.6% | $10,010-70.7% | $11,426-74.3% |