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 | $70,248 | $138,044-49.1% | $125,339-44.0% | $134,475-47.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.87% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,323 | $5,243-74.8% | $4,814-72.5% | $4,740-72.1% |
| Participant deferral / active EE | $6,877 | $7,799-11.8% | $7,446-7.7% | $6,400+7.5% |
| Admin fee / account holder | $917 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |