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 | $77,969 | $138,044-43.5% | $125,339-37.8% | $134,475-42.0% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -16.75% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,837 | $5,243-45.9% | $4,814-41.1% | $4,740-40.1% |
| Participant deferral / active EE | $7,482 | $7,799-4.1% | $7,446+0.5% | $6,400+16.9% |
| Admin fee / account holder | $2,511 | $11,571-78.3% | $10,010-74.9% | $11,426-78.0% |