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 8-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 | $85,579 | $138,044-38.0% | $125,339-31.7% | $134,475-36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,080 | $5,243-60.3% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $6,379 | $7,799-18.2% | $7,446-14.3% | $6,400-0.3% |
| Admin fee / account holder | $1,855 | $11,571-84.0% | $10,010-81.5% | $11,426-83.8% |