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 | $37,401 | $138,044-72.9% | $125,339-70.2% | $134,475-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,253 | $5,243+0.2% | $4,814+9.1% | $4,740+10.8% |
| Participant deferral / active EE | $9,008 | $7,799+15.5% | $7,446+21.0% | $6,400+40.8% |
| Admin fee / account holder | $876 | $11,571-92.4% | $10,010-91.2% | $11,426-92.3% |