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 | $62,655 | $138,044-54.6% | $125,339-50.0% | $134,475-53.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,005 | $5,243-61.8% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $5,258 | $7,799-32.6% | $7,446-29.4% | $6,400-17.8% |
| Admin fee / account holder | $3,416 | $11,571-70.5% | $10,010-65.9% | $11,426-70.1% |