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 | $43,958 | $180,449-75.6% | $154,107-71.5% | $135,375-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.08% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $12,864 | $6,035+113.2% | $5,298+142.8% | $4,779+169.2% |
| Participant deferral / active EE | $6,411 | $5,806+10.4% | $5,081+26.2% | $5,609+14.3% |
| Admin fee / account holder | $1,456 | $16,143-91.0% | $13,411-89.1% | $10,827-86.6% |