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 4-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 | $90,522 | $138,044-34.4% | $125,339-27.8% | $134,475-32.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.13% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $13,196 | $5,243+151.7% | $4,814+174.1% | $4,740+178.4% |
| Participant deferral / active EE | $9,949 | $7,799+27.6% | $7,446+33.6% | $6,400+55.5% |
| Admin fee / account holder | $357 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |