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 | $22,859 | $138,044-83.4% | $125,339-81.8% | $134,475-83.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.39% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,416 | $5,243-53.9% | $4,814-49.8% | $4,740-49.0% |
| Participant deferral / active EE | $3,250 | $7,799-58.3% | $7,446-56.4% | $6,400-49.2% |
| Admin fee / account holder | $1,530 | $11,571-86.8% | $10,010-84.7% | $11,426-86.6% |