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 | $81,224 | $138,044-41.2% | $125,339-35.2% | $134,475-39.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.51% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,232 | $5,243-0.2% | $4,814+8.7% | $4,740+10.4% |
| Participant deferral / active EE | $7,610 | $7,799-2.4% | $7,446+2.2% | $6,400+18.9% |
| Admin fee / account holder | $4,209 | $11,571-63.6% | $10,010-58.0% | $11,426-63.2% |