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 | $33,760 | $160,055-78.9% | $140,016-75.9% | $135,375-75.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.50% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,280 | $6,420-48.9% | $5,606-41.5% | $4,779-31.4% |
| Participant deferral / active EE | $9,889 | $7,642+29.4% | $6,927+42.7% | $5,609+76.3% |
| Admin fee / account holder | $29,349 | $13,328+120.2% | $10,705+174.2% | $10,827+171.1% |