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 | $52,856 | $138,044-61.7% | $125,339-57.8% | $134,475-60.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.18% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,607 | $5,243+6.9% | $4,814+16.5% | $4,740+18.3% |
| Participant deferral / active EE | $11,109 | $7,799+42.4% | $7,446+49.2% | $6,400+73.6% |
| Admin fee / account holder | $8,933 | $11,571-22.8% | $10,010-10.8% | $11,426-21.8% |