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 | $21,036 | $138,044-84.8% | $125,339-83.2% | $134,475-84.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.80% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,497 | $5,243-52.4% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $7,184 | $7,799-7.9% | $7,446-3.5% | $6,400+12.3% |
| Admin fee / account holder | $842 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |