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 | $31,669 | $138,044-77.1% | $125,339-74.7% | $134,475-76.4% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.10% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,857 | $5,243-26.4% | $4,814-19.9% | $4,740-18.6% |
| Participant deferral / active EE | $5,788 | $7,799-25.8% | $7,446-22.3% | $6,400-9.6% |
| Admin fee / account holder | $1,061 | $11,571-90.8% | $10,010-89.4% | $11,426-90.7% |