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 | $20,258 | $138,044-85.3% | $125,339-83.8% | $134,475-84.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.45% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,764 | $5,243-66.3% | $4,814-63.3% | $4,740-62.8% |
| Participant deferral / active EE | $4,616 | $7,799-40.8% | $7,446-38.0% | $6,400-27.9% |
| Admin fee / account holder | $9,268 | $11,571-19.9% | $10,010-7.4% | $11,426-18.9% |