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 | $26,310 | $138,044-80.9% | $125,339-79.0% | $134,475-80.4% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.53% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,814-37.3% | $4,740-36.3% |
| Participant deferral / active EE | $7,338 | $7,799-5.9% | $7,446-1.5% | $6,400+14.7% |
| Admin fee / account holder | $840 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |