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 | $46,357 | $138,044-66.4% | $125,339-63.0% | $134,475-65.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.32% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,855 | $5,243-7.4% | $4,814+0.9% | $4,740+2.4% |
| Participant deferral / active EE | $8,913 | $7,799+14.3% | $7,446+19.7% | $6,400+39.3% |
| Admin fee / account holder | $4,386 | $11,571-62.1% | $10,010-56.2% | $11,426-61.6% |