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 | $120,513 | $138,044-12.7% | $125,339-3.9% | $134,475-10.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.22% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,401 | $5,243-54.2% | $4,814-50.1% | $4,740-49.3% |
| Participant deferral / active EE | $17,505 | $7,799+124.5% | $7,446+135.1% | $6,400+173.5% |
| Admin fee / account holder | $5,279 | $11,571-54.4% | $10,010-47.3% | $11,426-53.8% |