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 | $42,951 | $138,044-68.9% | $125,339-65.7% | $134,475-68.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,531 | $5,243-51.7% | $4,814-47.4% | $4,740-46.6% |
| Participant deferral / active EE | $8,630 | $7,799+10.7% | $7,446+15.9% | $6,400+34.9% |
| Admin fee / account holder | $448 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |