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 | $44,088 | $190,805-76.9% | $159,960-72.4% | $134,475-67.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.66% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,094 | $4,995+22.0% | $4,226+44.2% | $4,740+28.6% |
| Participant deferral / active EE | $13,081 | $6,923+88.9% | $6,182+111.6% | $6,400+104.4% |
| Admin fee / account holder | $1,034 | $10,471-90.1% | $8,698-88.1% | $11,426-91.0% |