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 10-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 | $64,004 | $160,055-60.0% | $140,016-54.3% | $135,375-52.7% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -6.44% | 911.38%-917.8pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,431 | $7,642-15.8% | $6,927-7.2% | $5,609+14.7% |
| Admin fee / account holder | $9,382 | $13,328-29.6% | $10,705-12.4% | $10,827-13.3% |