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 | $41,415 | $138,044-70.0% | $125,339-67.0% | $134,475-69.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.88% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,294 | $5,243-56.2% | $4,814-52.3% | $4,740-51.6% |
| Participant deferral / active EE | $6,337 | $7,799-18.7% | $7,446-14.9% | $6,400-1.0% |
| Admin fee / account holder | $2,155 | $11,571-81.4% | $10,010-78.5% | $11,426-81.1% |