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 | $20,066 | $138,044-85.5% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -12.84% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,500 | $5,243-52.3% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $3,026 | $7,799-61.2% | $7,446-59.4% | $6,400-52.7% |
| Admin fee / account holder | $4,659 | $11,571-59.7% | $10,010-53.5% | $11,426-59.2% |