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 8-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 | $67,828 | $138,044-50.9% | $125,339-45.9% | $134,475-49.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.24% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,272 | $5,243-18.5% | $4,814-11.3% | $4,740-9.9% |
| Participant deferral / active EE | $8,719 | $7,799+11.8% | $7,446+17.1% | $6,400+36.2% |
| Admin fee / account holder | $14,006 | $11,571+21.0% | $10,010+39.9% | $11,426+22.6% |