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 | $26,624 | $138,044-80.7% | $125,339-78.8% | $134,475-80.2% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -11.98% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,080 | $5,243-41.3% | $4,814-36.0% | $4,740-35.0% |
| Participant deferral / active EE | $6,864 | $7,799-12.0% | $7,446-7.8% | $6,400+7.2% |
| Admin fee / account holder | $3,351 | $11,571-71.0% | $10,010-66.5% | $11,426-70.7% |