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 7-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 | $31,641 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $9,027 | $5,243+72.2% | $4,814+87.5% | $4,740+90.4% |
| Participant deferral / active EE | $15,306 | $7,799+96.3% | $7,446+105.6% | $6,400+139.2% |
| Admin fee / account holder | $5,257 | $11,571-54.6% | $10,010-47.5% | $11,426-54.0% |