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 | $93,553 | $138,044-32.2% | $125,339-25.4% | $134,475-30.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.47% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,085 | $5,243-60.2% | $4,814-56.7% | $4,740-56.0% |
| Participant deferral / active EE | $9,897 | $7,799+26.9% | $7,446+32.9% | $6,400+54.6% |
| Admin fee / account holder | $613 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |