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 | $103,754 | $138,044-24.8% | $125,339-17.2% | $134,475-22.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.26% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $7,881 | $5,243+50.3% | $4,814+63.7% | $4,740+66.3% |
| Participant deferral / active EE | $12,228 | $7,799+56.8% | $7,446+64.2% | $6,400+91.1% |
| Admin fee / account holder | $849 | $11,571-92.7% | $10,010-91.5% | $11,426-92.6% |