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 6-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 | $15,871 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $7,788 | $5,243+48.5% | $4,814+61.8% | $4,740+64.3% |
| Participant deferral / active EE | $15,814 | $7,799+102.8% | $7,446+112.4% | $6,400+147.1% |
| Admin fee / account holder | $6,326 | $11,571-45.3% | $10,010-36.8% | $11,426-44.6% |