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 7-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 | $45,589 | $138,044-67.0% | $125,339-63.6% | $134,475-66.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.43% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,482 | $5,243-14.5% | $4,814-6.9% | $4,740-5.4% |
| Participant deferral / active EE | $8,993 | $7,799+15.3% | $7,446+20.8% | $6,400+40.5% |
| Admin fee / account holder | $692 | $11,571-94.0% | $10,010-93.1% | $11,426-93.9% |