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 6-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 | $31,863 | $138,044-76.9% | $125,339-74.6% | $134,475-76.3% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -20.28% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,424 | $5,243-53.8% | $4,814-49.7% | $4,740-48.9% |
| Participant deferral / active EE | $7,042 | $7,799-9.7% | $7,446-5.4% | $6,400+10.0% |
| Admin fee / account holder | $1,322 | $11,571-88.6% | $10,010-86.8% | $11,426-88.4% |