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 | $33,618 | $180,449-81.4% | $154,107-78.2% | $135,375-75.2% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,827 | $6,035-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $4,977 | $5,806-14.3% | $5,081-2.0% | $5,609-11.3% |
| Admin fee / account holder | $573 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |