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 4-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 | $72,036 | $138,044-47.8% | $125,339-42.5% | $134,475-46.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,814+107.7% | $4,740+111.0% |
| Participant deferral / active EE | $10,443 | $7,799+33.9% | $7,446+40.2% | $6,400+63.2% |
| Admin fee / account holder | $520 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |