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 7-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 | $71,853 | $138,044-47.9% | $125,339-42.7% | $134,475-46.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.98% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,007 | $5,243+71.8% | $4,814+87.1% | $4,740+90.0% |
| Participant deferral / active EE | $20,140 | $7,799+158.2% | $7,446+170.5% | $6,400+214.7% |
| Admin fee / account holder | $575 | $11,571-95.0% | $10,010-94.3% | $11,426-95.0% |