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 | $98,051 | $138,044-29.0% | $125,339-21.8% | $134,475-27.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -11.73% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,233 | $5,243-19.3% | $4,814-12.1% | $4,740-10.7% |
| Participant deferral / active EE | $7,615 | $7,799-2.4% | $7,446+2.3% | $6,400+19.0% |
| Admin fee / account holder | $7,057 | $11,571-39.0% | $10,010-29.5% | $11,426-38.2% |