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 7-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 | $48,901 | $138,044-64.6% | $125,339-61.0% | $134,475-63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,133 | $5,243-59.3% | $4,814-55.7% | $4,740-55.0% |
| Participant deferral / active EE | $8,770 | $7,799+12.5% | $7,446+17.8% | $6,400+37.0% |
| Admin fee / account holder | $800 | $11,571-93.1% | $10,010-92.0% | $11,426-93.0% |