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 | $25,860 | $133,958-80.7% | $112,228-77.0% | $134,475-80.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -18.86% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,006 | $4,038-25.6% | $3,635-17.3% | $4,740-36.6% |
| Participant deferral / active EE | $3,006 | $5,291-43.2% | $4,728-36.4% | $6,400-53.0% |
| Admin fee / account holder | $1,568 | $7,489-79.1% | $6,410-75.5% | $11,426-86.3% |