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 | $65,239 | $138,044-52.7% | $125,339-47.9% | $134,475-51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.67% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,627 | $5,243-11.8% | $4,814-3.9% | $4,740-2.4% |
| Participant deferral / active EE | $8,336 | $7,799+6.9% | $7,446+11.9% | $6,400+30.3% |
| Admin fee / account holder | $726 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |