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 | $43,944 | $138,044-68.2% | $125,339-64.9% | $134,475-67.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -20.19% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,720 | $5,243-29.1% | $4,814-22.7% | $4,740-21.5% |
| Participant deferral / active EE | $7,377 | $7,799-5.4% | $7,446-0.9% | $6,400+15.3% |
| Admin fee / account holder | $3,475 | $11,571-70.0% | $10,010-65.3% | $11,426-69.6% |