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 | $50,698 | $138,044-63.3% | $125,339-59.6% | $134,475-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,037 | $5,243-61.1% | $4,814-57.7% | $4,740-57.0% |
| Participant deferral / active EE | $3,298 | $7,799-57.7% | $7,446-55.7% | $6,400-48.5% |
| Admin fee / account holder | $11,330 | $11,571-2.1% | $10,010+13.2% | $11,426-0.8% |