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 | $72,793 | $160,055-54.5% | $140,016-48.0% | $135,375-46.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -8.16% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,085 | $6,420-52.0% | $5,606-45.0% | $4,779-35.4% |
| Participant deferral / active EE | $5,311 | $7,642-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $594 | $13,328-95.5% | $10,705-94.5% | $10,827-94.5% |