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 6-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 | $37,813 | $138,044-72.6% | $125,339-69.8% | $134,475-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.79% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $11,982 | $5,243+128.5% | $4,814+148.9% | $4,740+152.8% |
| Participant deferral / active EE | $9,680 | $7,799+24.1% | $7,446+30.0% | $6,400+51.3% |
| Admin fee / account holder | $677 | $11,571-94.1% | $10,010-93.2% | $11,426-94.1% |