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 10-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 | $80,683 | $138,044-41.6% | $125,339-35.6% | $134,475-40.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,464 | $5,243-72.1% | $4,814-69.6% | $4,740-69.1% |
| Participant deferral / active EE | $4,839 | $7,799-38.0% | $7,446-35.0% | $6,400-24.4% |
| Admin fee / account holder | $2,264 | $11,571-80.4% | $10,010-77.4% | $11,426-80.2% |