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 | $61,772 | $135,635-54.5% | $110,238-44.0% | $135,375-54.4% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -2.59% | 513.19%-515.8pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,314 | $4,906-73.2% | $3,826-65.7% | $4,779-72.5% |
| Participant deferral / active EE | $2,665 | $5,506-51.6% | $4,672-42.9% | $5,609-52.5% |
| Admin fee / account holder | $23,233 | $11,457+102.8% | $8,547+171.8% | $10,827+114.6% |