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 | $81,564 | $138,044-40.9% | $125,339-34.9% | $134,475-39.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $8,336 | $5,243+59.0% | $4,814+73.2% | $4,740+75.9% |
| Participant deferral / active EE | $10,125 | $7,799+29.8% | $7,446+36.0% | $6,400+58.2% |
| Admin fee / account holder | $14,135 | $11,571+22.2% | $10,010+41.2% | $11,426+23.7% |