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 4-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 | $29,936 | $138,044-78.3% | $125,339-76.1% | $134,475-77.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,269 | $5,243-75.8% | $4,814-73.6% | $4,740-73.2% |
| Participant deferral / active EE | $7,379 | $7,799-5.4% | $7,446-0.9% | $6,400+15.3% |
| Admin fee / account holder | $2,162 | $11,571-81.3% | $10,010-78.4% | $11,426-81.1% |