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 | $59,749 | $138,044-56.7% | $125,339-52.3% | $134,475-55.6% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.24% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,771 | $5,243-47.2% | $4,814-42.4% | $4,740-41.5% |
| Participant deferral / active EE | $6,916 | $7,799-11.3% | $7,446-7.1% | $6,400+8.1% |
| Admin fee / account holder | $1,783 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |