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 | $87,882 | $138,044-36.3% | $125,339-29.9% | $134,475-34.6% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -20.22% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,311 | $5,243-55.9% | $4,814-52.0% | $4,740-51.2% |
| Participant deferral / active EE | $8,602 | $7,799+10.3% | $7,446+15.5% | $6,400+34.4% |
| Admin fee / account holder | $2,750 | $11,571-76.2% | $10,010-72.5% | $11,426-75.9% |