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 | $83,322 | $138,044-39.6% | $125,339-33.5% | $134,475-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.12% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,711 | $5,243-29.2% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $5,410 | $7,799-30.6% | $7,446-27.3% | $6,400-15.5% |
| Admin fee / account holder | $2,610 | $11,571-77.4% | $10,010-73.9% | $11,426-77.2% |