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 | $48,235 | $138,044-65.1% | $125,339-61.5% | $134,475-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,359 | $5,243-16.9% | $4,814-9.4% | $4,740-8.0% |
| Participant deferral / active EE | $17,142 | $7,799+119.8% | $7,446+130.2% | $6,400+167.9% |
| Admin fee / account holder | $730 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |