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 | $38,952 | $138,044-71.8% | $125,339-68.9% | $134,475-71.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.60% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,908 | $5,243-63.6% | $4,814-60.4% | $4,740-59.8% |
| Participant deferral / active EE | $5,532 | $7,799-29.1% | $7,446-25.7% | $6,400-13.6% |
| Admin fee / account holder | $1,261 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |