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 | $47,336 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.52% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,143 | $5,243-21.0% | $4,814-13.9% | $4,740-12.6% |
| Participant deferral / active EE | $13,232 | $7,799+69.7% | $7,446+77.7% | $6,400+106.8% |
| Admin fee / account holder | $668 | $11,571-94.2% | $10,010-93.3% | $11,426-94.2% |