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 | $140,003 | $138,044+1.4% | $125,339+11.7% | $134,475+4.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.08% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,704 | $5,243-29.4% | $4,814-23.1% | $4,740-21.9% |
| Participant deferral / active EE | $8,564 | $7,799+9.8% | $7,446+15.0% | $6,400+33.8% |
| Admin fee / account holder | $5,186 | $11,571-55.2% | $10,010-48.2% | $11,426-54.6% |