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 | $69,546 | $138,044-49.6% | $125,339-44.5% | $134,475-48.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.35% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,828 | $5,243-65.1% | $4,814-62.0% | $4,740-61.4% |
| Participant deferral / active EE | $8,122 | $7,799+4.1% | $7,446+9.1% | $6,400+26.9% |
| Admin fee / account holder | $1,968 | $11,571-83.0% | $10,010-80.3% | $11,426-82.8% |