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 | $61,382 | $138,044-55.5% | $125,339-51.0% | $134,475-54.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -13.24% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $8,529 | $5,243+62.7% | $4,814+77.2% | $4,740+79.9% |
| Participant deferral / active EE | $6,772 | $7,799-13.2% | $7,446-9.1% | $6,400+5.8% |
| Admin fee / account holder | $474 | $11,571-95.9% | $10,010-95.3% | $11,426-95.9% |