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 7-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 | $49,112 | $138,044-64.4% | $125,339-60.8% | $134,475-63.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $9,777 | $5,243+86.5% | $4,814+103.1% | $4,740+106.3% |
| Participant deferral / active EE | $9,352 | $7,799+19.9% | $7,446+25.6% | $6,400+46.1% |
| Admin fee / account holder | $2,939 | $11,571-74.6% | $10,010-70.6% | $11,426-74.3% |