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 | $42,920 | $138,044-68.9% | $125,339-65.8% | $134,475-68.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.73% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,436 | $5,243-53.5% | $4,814-49.4% | $4,740-48.6% |
| Participant deferral / active EE | $9,463 | $7,799+21.3% | $7,446+27.1% | $6,400+47.9% |
| Admin fee / account holder | $3,961 | $11,571-65.8% | $10,010-60.4% | $11,426-65.3% |