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 10-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 | $49,362 | $138,044-64.2% | $125,339-60.6% | $134,475-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.97% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,684 | $5,243+65.6% | $4,814+80.4% | $4,740+83.2% |
| Participant deferral / active EE | $10,223 | $7,799+31.1% | $7,446+37.3% | $6,400+59.7% |
| Admin fee / account holder | $12,981 | $11,571+12.2% | $10,010+29.7% | $11,426+13.6% |