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 | $75,385 | $160,055-52.9% | $140,016-46.2% | $135,375-44.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.05% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,498 | $6,420-76.7% | $5,606-73.3% | $4,779-68.7% |
| Participant deferral / active EE | $4,333 | $7,642-43.3% | $6,927-37.4% | $5,609-22.7% |
| Admin fee / account holder | $4,968 | $13,328-62.7% | $10,705-53.6% | $10,827-54.1% |