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 | $60,203 | $190,805-68.4% | $159,960-62.4% | $134,475-55.2% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -17.74% | 552.23%-570.0pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,797 | $4,995-44.0% | $4,226-33.8% | $4,740-41.0% |
| Participant deferral / active EE | $3,789 | $6,923-45.3% | $6,182-38.7% | $6,400-40.8% |
| Admin fee / account holder | $11,935 | $10,471+14.0% | $8,698+37.2% | $11,426+4.5% |