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 4-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 | $173,872 | $138,044+26.0% | $125,339+38.7% | $134,475+29.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.66% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,874 | $5,243-26.1% | $4,814-19.5% | $4,740-18.3% |
| Participant deferral / active EE | $7,153 | $7,799-8.3% | $7,446-3.9% | $6,400+11.8% |
| Admin fee / account holder | $1,364 | $11,571-88.2% | $10,010-86.4% | $11,426-88.1% |