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 | $29,457 | $138,044-78.7% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,105 | $5,243-40.8% | $4,814-35.5% | $4,740-34.5% |
| Participant deferral / active EE | $6,467 | $7,799-17.1% | $7,446-13.2% | $6,400+1.0% |
| Admin fee / account holder | $4,111 | $11,571-64.5% | $10,010-58.9% | $11,426-64.0% |