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 | $56,668 | $138,044-58.9% | $125,339-54.8% | $134,475-57.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.12% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,424 | $5,243-53.8% | $4,814-49.6% | $4,740-48.9% |
| Participant deferral / active EE | $5,763 | $7,799-26.1% | $7,446-22.6% | $6,400-9.9% |
| Admin fee / account holder | $778 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |