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 | $98,259 | $138,044-28.8% | $125,339-21.6% | $134,475-26.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.50% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,426 | $7,799-30.4% | $7,446-27.1% | $6,400-15.2% |
| Admin fee / account holder | $5,656 | $11,571-51.1% | $10,010-43.5% | $11,426-50.5% |