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 10-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 | $92,801 | $138,044-32.8% | $125,339-26.0% | $134,475-31.0% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.62% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,839 | $5,243-26.8% | $4,814-20.2% | $4,740-19.0% |
| Participant deferral / active EE | $4,890 | $7,799-37.3% | $7,446-34.3% | $6,400-23.6% |
| Admin fee / account holder | $374 | $11,571-96.8% | $10,010-96.3% | $11,426-96.7% |