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 9-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 | $51,820 | $138,044-62.5% | $125,339-58.7% | $134,475-61.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.61% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $9,171 | $5,243+74.9% | $4,814+90.5% | $4,740+93.5% |
| Participant deferral / active EE | $5,630 | $7,799-27.8% | $7,446-24.4% | $6,400-12.0% |
| Admin fee / account holder | $592 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |