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 | $49,163 | $138,044-64.4% | $125,339-60.8% | $134,475-63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.72% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,814-77.6% | $4,740-77.2% |
| Participant deferral / active EE | $9,885 | $7,799+26.8% | $7,446+32.7% | $6,400+54.5% |
| Admin fee / account holder | $422 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |