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 | $49,221 | $138,044-64.3% | $125,339-60.7% | $134,475-63.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,390 | $5,243-54.4% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $7,743 | $7,799-0.7% | $7,446+4.0% | $6,400+21.0% |
| Admin fee / account holder | $1,047 | $11,571-91.0% | $10,010-89.5% | $11,426-90.8% |