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 | $117,691 | $138,044-14.7% | $125,339-6.1% | $134,475-12.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.61% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $26,798 | $5,243+411.1% | $4,814+456.7% | $4,740+465.4% |
| Participant deferral / active EE | $10,285 | $7,799+31.9% | $7,446+38.1% | $6,400+60.7% |
| Admin fee / account holder | $1,355 | $11,571-88.3% | $10,010-86.5% | $11,426-88.1% |