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 | $104,235 | $138,044-24.5% | $125,339-16.8% | $134,475-22.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.35% | 750.33%-758.7pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $13,497 | $5,243+157.4% | $4,814+180.4% | $4,740+184.8% |
| Participant deferral / active EE | $22,667 | $7,799+190.6% | $7,446+204.4% | $6,400+254.2% |
| Admin fee / account holder | $4,944 | $11,571-57.3% | $10,010-50.6% | $11,426-56.7% |