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 | $50,711 | $138,044-63.3% | $125,339-59.5% | $134,475-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.23% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,814-45.0% | $4,740-44.1% |
| Participant deferral / active EE | $7,736 | $7,799-0.8% | $7,446+3.9% | $6,400+20.9% |
| Admin fee / account holder | $5,872 | $11,571-49.3% | $10,010-41.3% | $11,426-48.6% |