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 | $61,344 | $90,600-32.3% | $79,464-22.8% | $135,375-54.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -1.94% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $565 | $3,068-81.6% | $2,800-79.8% | $4,779-88.2% |
| Participant deferral / active EE | $2,825 | $4,050-30.3% | $3,704-23.7% | $5,609-49.6% |
| Admin fee / account holder | $69,137 | $5,907+1070.5% | $5,113+1252.2% | $10,827+538.6% |