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 9-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 | $57,472 | $138,044-58.4% | $125,339-54.1% | $134,475-57.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -16.97% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,360 | $5,243-74.1% | $4,814-71.8% | $4,740-71.3% |
| Participant deferral / active EE | $3,629 | $7,799-53.5% | $7,446-51.3% | $6,400-43.3% |
| Admin fee / account holder | $1,283 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |