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 | $81,924 | $138,044-40.7% | $125,339-34.6% | $134,475-39.1% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -16.90% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,961 | $5,243-43.5% | $4,814-38.5% | $4,740-37.5% |
| Participant deferral / active EE | $5,537 | $7,799-29.0% | $7,446-25.6% | $6,400-13.5% |
| Admin fee / account holder | $2,238 | $11,571-80.7% | $10,010-77.6% | $11,426-80.4% |