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 | $175,301 | $138,044+27.0% | $125,339+39.9% | $134,475+30.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -11.06% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,210 | $5,243-76.9% | $4,814-74.9% | $4,740-74.5% |
| Participant deferral / active EE | $3,317 | $7,799-57.5% | $7,446-55.5% | $6,400-48.2% |
| Admin fee / account holder | $23,226 | $11,571+100.7% | $10,010+132.0% | $11,426+103.3% |