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 10-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 | $81,142 | $138,044-41.2% | $125,339-35.3% | $134,475-39.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -16.82% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,794 | $5,243+10.5% | $4,814+20.4% | $4,740+22.2% |
| Participant deferral / active EE | $8,137 | $7,799+4.3% | $7,446+9.3% | $6,400+27.1% |
| Admin fee / account holder | $1,463 | $11,571-87.4% | $10,010-85.4% | $11,426-87.2% |