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 5-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 | $34,358 | $138,044-75.1% | $125,339-72.6% | $134,475-74.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.08% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $5,197 | $5,243-0.9% | $4,814+8.0% | $4,740+9.7% |
| Participant deferral / active EE | $9,331 | $7,799+19.7% | $7,446+25.3% | $6,400+45.8% |
| Admin fee / account holder | $1,159 | $11,571-90.0% | $10,010-88.4% | $11,426-89.9% |