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 | $72,924 | $138,044-47.2% | $125,339-41.8% | $134,475-45.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.91% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,981 | $5,243-43.1% | $4,814-38.1% | $4,740-37.1% |
| Participant deferral / active EE | $13,467 | $7,799+72.7% | $7,446+80.9% | $6,400+110.4% |
| Admin fee / account holder | $2,282 | $11,571-80.3% | $10,010-77.2% | $11,426-80.0% |