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 | $34,533 | $138,044-75.0% | $125,339-72.4% | $134,475-74.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.97% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,831 | $5,243-65.1% | $4,814-62.0% | $4,740-61.4% |
| Participant deferral / active EE | $4,268 | $7,799-45.3% | $7,446-42.7% | $6,400-33.3% |
| Admin fee / account holder | $3,157 | $11,571-72.7% | $10,010-68.5% | $11,426-72.4% |