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 | $62,599 | $138,044-54.7% | $125,339-50.1% | $134,475-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,781 | $5,243-8.8% | $4,814-0.7% | $4,740+0.9% |
| Participant deferral / active EE | $14,249 | $7,799+82.7% | $7,446+91.4% | $6,400+122.6% |
| Admin fee / account holder | $398 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |