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 5-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 | $40,822 | $138,044-70.4% | $125,339-67.4% | $134,475-69.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.36% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,503 | $5,243+100.3% | $4,814+118.2% | $4,740+121.6% |
| Participant deferral / active EE | $5,757 | $7,799-26.2% | $7,446-22.7% | $6,400-10.0% |
| Admin fee / account holder | $456 | $11,571-96.1% | $10,010-95.4% | $11,426-96.0% |