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 6-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 | $15,837 | $138,044-88.5% | $125,339-87.4% | $134,475-88.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,466 | $5,243-53.0% | $4,814-48.8% | $4,740-48.0% |
| Participant deferral / active EE | $4,382 | $7,799-43.8% | $7,446-41.2% | $6,400-31.5% |
| Admin fee / account holder | $5,354 | $11,571-53.7% | $10,010-46.5% | $11,426-53.1% |