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 | $42,273 | $160,055-73.6% | $140,016-69.8% | $135,375-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.94% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $12,779 | $6,420+99.0% | $5,606+128.0% | $4,779+167.4% |
| Participant deferral / active EE | $13,397 | $7,642+75.3% | $6,927+93.4% | $5,609+138.9% |
| Admin fee / account holder | $413 | $13,328-96.9% | $10,705-96.1% | $10,827-96.2% |