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 | $32,564 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.65% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,025 | $5,243-23.2% | $4,814-16.4% | $4,740-15.1% |
| Participant deferral / active EE | $8,849 | $7,799+13.5% | $7,446+18.8% | $6,400+38.3% |
| Admin fee / account holder | $14,015 | $11,571+21.1% | $10,010+40.0% | $11,426+22.7% |