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 8-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 | $73,267 | $180,449-59.4% | $154,107-52.5% | $135,375-45.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.09% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,548 | $6,035-74.3% | $5,298-70.8% | $4,779-67.6% |
| Participant deferral / active EE | $6,991 | $5,806+20.4% | $5,081+37.6% | $5,609+24.6% |
| Admin fee / account holder | $368 | $16,143-97.7% | $13,411-97.3% | $10,827-96.6% |