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 | $44,100 | $138,044-68.1% | $125,339-64.8% | $134,475-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.70% | 750.33%-751.0pp | 572.05%-572.8pp | 417.96%-418.7pp |
| Employer contribution / active EE | $10,393 | $5,243+98.2% | $4,814+115.9% | $4,740+119.3% |
| Participant deferral / active EE | $7,492 | $7,799-3.9% | $7,446+0.6% | $6,400+17.1% |
| Admin fee / account holder | $1,302 | $11,571-88.8% | $10,010-87.0% | $11,426-88.6% |