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 | $34,685 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,856 | $5,243+30.8% | $4,814+42.4% | $4,740+44.7% |
| Participant deferral / active EE | $12,028 | $7,799+54.2% | $7,446+61.5% | $6,400+88.0% |
| Admin fee / account holder | $7,935 | $11,571-31.4% | $10,010-20.7% | $11,426-30.6% |