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 | $55,366 | $138,044-59.9% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.43% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,746 | $5,243-66.7% | $4,814-63.7% | $4,740-63.2% |
| Participant deferral / active EE | $4,566 | $7,799-41.5% | $7,446-38.7% | $6,400-28.7% |
| Admin fee / account holder | $399 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |