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 | $76,806 | $138,044-44.4% | $125,339-38.7% | $134,475-42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.07% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,814-66.9% | $4,740-66.4% |
| Participant deferral / active EE | $9,211 | $7,799+18.1% | $7,446+23.7% | $6,400+43.9% |
| Admin fee / account holder | $11,006 | $11,571-4.9% | $10,010+10.0% | $11,426-3.7% |