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 8-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 | $38,074 | $138,065-72.4% | $123,544-69.2% | $135,375-71.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,933 | $5,151-23.7% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $9,085 | $6,799+33.6% | $6,426+41.4% | $5,609+62.0% |
| Admin fee / account holder | $3,861 | $10,916-64.6% | $9,284-58.4% | $10,827-64.3% |