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 | $71,088 | $138,044-48.5% | $125,339-43.3% | $134,475-47.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.94% | 750.33%-752.3pp | 572.05%-574.0pp | 417.96%-419.9pp |
| Employer contribution / active EE | $2,862 | $5,243-45.4% | $4,814-40.5% | $4,740-39.6% |
| Participant deferral / active EE | $7,873 | $7,799+1.0% | $7,446+5.7% | $6,400+23.0% |
| Admin fee / account holder | $2,745 | $11,571-76.3% | $10,010-72.6% | $11,426-76.0% |