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 | $25,956 | $138,044-81.2% | $125,339-79.3% | $134,475-80.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.67% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,032 | $5,243-61.2% | $4,814-57.8% | $4,740-57.1% |
| Participant deferral / active EE | $5,218 | $7,799-33.1% | $7,446-29.9% | $6,400-18.5% |
| Admin fee / account holder | $1,938 | $11,571-83.2% | $10,010-80.6% | $11,426-83.0% |