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 8-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 | $37,462 | $138,044-72.9% | $125,339-70.1% | $134,475-72.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,967 | $5,243-43.4% | $4,814-38.4% | $4,740-37.4% |
| Participant deferral / active EE | $4,846 | $7,799-37.9% | $7,446-34.9% | $6,400-24.3% |
| Admin fee / account holder | $2,595 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |