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 5-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 | $19,189 | $138,044-86.1% | $125,339-84.7% | $134,475-85.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.44% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,738 | $5,243-9.6% | $4,814-1.6% | $4,7400% |
| Participant deferral / active EE | $9,890 | $7,799+26.8% | $7,446+32.8% | $6,400+54.5% |
| Admin fee / account holder | $3,641 | $11,571-68.5% | $10,010-63.6% | $11,426-68.1% |