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 6-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 | $25,588 | $138,044-81.5% | $125,339-79.6% | $134,475-81.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,037 | $5,243-61.1% | $4,814-57.7% | $4,740-57.0% |
| Participant deferral / active EE | $9,111 | $7,799+16.8% | $7,446+22.4% | $6,400+42.4% |
| Admin fee / account holder | $344 | $11,571-97.0% | $10,010-96.6% | $11,426-97.0% |