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 | $32,268 | $138,044-76.6% | $125,339-74.3% | $134,475-76.0% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -15.07% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,419 | $5,243-34.8% | $4,814-29.0% | $4,740-27.9% |
| Participant deferral / active EE | $4,974 | $7,799-36.2% | $7,446-33.2% | $6,400-22.3% |
| Admin fee / account holder | $869 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |