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 | $55,413 | $138,044-59.9% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,609 | $5,243-50.2% | $4,814-45.8% | $4,740-45.0% |
| Participant deferral / active EE | $9,145 | $7,799+17.3% | $7,446+22.8% | $6,400+42.9% |
| Admin fee / account holder | $1,521 | $11,571-86.9% | $10,010-84.8% | $11,426-86.7% |