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 10-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 | $28,375 | $138,044-79.4% | $125,339-77.4% | $134,475-78.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -18.55% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,908 | $5,243-63.6% | $4,814-60.4% | $4,740-59.7% |
| Participant deferral / active EE | $3,592 | $7,799-53.9% | $7,446-51.8% | $6,400-43.9% |
| Admin fee / account holder | $3,220 | $11,571-72.2% | $10,010-67.8% | $11,426-71.8% |