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 | $100,155 | $138,044-27.4% | $125,339-20.1% | $134,475-25.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -18.71% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,814 | $5,243-65.4% | $4,814-62.3% | $4,740-61.7% |
| Participant deferral / active EE | $9,302 | $7,799+19.3% | $7,446+24.9% | $6,400+45.3% |
| Admin fee / account holder | $14,710 | $11,571+27.1% | $10,010+47.0% | $11,426+28.7% |