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 9-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 | $92,998 | $138,044-32.6% | $125,339-25.8% | $134,475-30.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.44% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $10,162 | $5,243+93.8% | $4,814+111.1% | $4,740+114.4% |
| Participant deferral / active EE | $10,278 | $7,799+31.8% | $7,446+38.0% | $6,400+60.6% |
| Admin fee / account holder | $682 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |