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 6-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 | $190,700 | $138,044+38.1% | $125,339+52.1% | $134,475+41.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,970 | $5,243-43.4% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $12,023 | $7,799+54.2% | $7,446+61.5% | $6,400+87.9% |
| Admin fee / account holder | $2,006 | $11,571-82.7% | $10,010-80.0% | $11,426-82.4% |