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 | $66,478 | $138,044-51.8% | $125,339-47.0% | $134,475-50.6% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -13.26% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,844 | $5,243-45.8% | $4,814-40.9% | $4,740-40.0% |
| Participant deferral / active EE | $7,321 | $7,799-6.1% | $7,446-1.7% | $6,400+14.4% |
| Admin fee / account holder | $11,562 | $11,571-0.1% | $10,010+15.5% | $11,426+1.2% |