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 8-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 | $28,852 | $138,044-79.1% | $125,339-77.0% | $134,475-78.5% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -10.45% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $10,333 | $5,243+97.1% | $4,814+114.7% | $4,740+118.0% |
| Participant deferral / active EE | $4,942 | $7,799-36.6% | $7,446-33.6% | $6,400-22.8% |
| Admin fee / account holder | $1,028 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |