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 | $86,650 | $138,044-37.2% | $125,339-30.9% | $134,475-35.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.34% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,701 | $5,243-48.5% | $4,814-43.9% | $4,740-43.0% |
| Participant deferral / active EE | $12,033 | $7,799+54.3% | $7,446+61.6% | $6,400+88.0% |
| Admin fee / account holder | $590 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |