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 9-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 | $26,775 | $138,044-80.6% | $125,339-78.6% | $134,475-80.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -14.19% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,386 | $5,243-16.4% | $4,814-8.9% | $4,740-7.5% |
| Participant deferral / active EE | $4,844 | $7,799-37.9% | $7,446-35.0% | $6,400-24.3% |
| Admin fee / account holder | $1,939 | $11,571-83.2% | $10,010-80.6% | $11,426-83.0% |