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 6-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 | $32,175 | $99,640-67.7% | $86,436-62.8% | $134,475-76.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.68% | 6782.58%-6801.3pp | 4394.89%-4413.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $10,466 | $4,400+137.8% | $3,769+177.7% | $4,740+120.8% |
| Participant deferral / active EE | $10,324 | $7,246+42.5% | $6,952+48.5% | $6,400+61.3% |
| Admin fee / account holder | $671 | $8,371-92.0% | $6,731-90.0% | $11,426-94.1% |