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 5-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 | $56,657 | $138,044-59.0% | $125,339-54.8% | $134,475-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.29% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,236 | $5,243-76.4% | $4,814-74.3% | $4,740-73.9% |
| Participant deferral / active EE | $42,667 | $7,799+447.1% | $7,446+473.0% | $6,400+566.7% |
| Admin fee / account holder | $25,903 | $11,571+123.9% | $10,010+158.8% | $11,426+126.7% |