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 7-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 | $49,530 | $138,044-64.1% | $125,339-60.5% | $134,475-63.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,293 | $5,243-37.2% | $4,814-31.6% | $4,740-30.5% |
| Participant deferral / active EE | $7,879 | $7,799+1.0% | $7,446+5.8% | $6,400+23.1% |
| Admin fee / account holder | $2,672 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |