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 | $112,077 | $138,044-18.8% | $125,339-10.6% | $134,475-16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $9,892 | $5,243+88.6% | $4,814+105.5% | $4,740+108.7% |
| Participant deferral / active EE | $25,834 | $7,799+231.3% | $7,446+246.9% | $6,400+303.7% |
| Admin fee / account holder | $2,463 | $11,571-78.7% | $10,010-75.4% | $11,426-78.4% |