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 | $81,937 | $138,044-40.6% | $125,339-34.6% | $134,475-39.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.15% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,666 | $5,243-68.2% | $4,814-65.4% | $4,740-64.9% |
| Participant deferral / active EE | $7,181 | $7,799-7.9% | $7,446-3.6% | $6,400+12.2% |
| Admin fee / account holder | $790 | $11,571-93.2% | $10,010-92.1% | $11,426-93.1% |