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 | $20,034 | $138,044-85.5% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -12.35% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,603 | $5,243-31.3% | $4,814-25.2% | $4,740-24.0% |
| Participant deferral / active EE | $5,024 | $7,799-35.6% | $7,446-32.5% | $6,400-21.5% |
| Admin fee / account holder | $2,465 | $11,571-78.7% | $10,010-75.4% | $11,426-78.4% |