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 | $43,350 | $138,044-68.6% | $125,339-65.4% | $134,475-67.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $11,889 | $5,243+126.7% | $4,814+147.0% | $4,740+150.8% |
| Participant deferral / active EE | $5,595 | $7,799-28.3% | $7,446-24.9% | $6,400-12.6% |
| Admin fee / account holder | $400 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |