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 | $25,454 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,787 | $5,243-65.9% | $4,814-62.9% | $4,740-62.3% |
| Participant deferral / active EE | $3,007 | $7,799-61.4% | $7,446-59.6% | $6,400-53.0% |
| Admin fee / account holder | $496 | $11,571-95.7% | $10,010-95.0% | $11,426-95.7% |