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 | $32,011 | $138,044-76.8% | $125,339-74.5% | $134,475-76.2% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -20.48% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,031 | $5,243-80.3% | $4,814-78.6% | $4,740-78.2% |
| Participant deferral / active EE | $8,747 | $7,799+12.2% | $7,446+17.5% | $6,400+36.7% |
| Admin fee / account holder | $1,479 | $11,571-87.2% | $10,010-85.2% | $11,426-87.1% |