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 | $30,345 | $99,640-69.5% | $86,436-64.9% | $134,475-77.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -15.43% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,990 | $4,400-9.3% | $3,769+5.9% | $4,740-15.8% |
| Participant deferral / active EE | $10,317 | $7,246+42.4% | $6,952+48.4% | $6,400+61.2% |
| Admin fee / account holder | $23,235 | $8,371+177.6% | $6,731+245.2% | $11,426+103.4% |