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 | $80,277 | $138,044-41.8% | $125,339-36.0% | $134,475-40.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.01% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,963 | $5,243-62.6% | $4,814-59.2% | $4,740-58.6% |
| Participant deferral / active EE | $5,404 | $7,799-30.7% | $7,446-27.4% | $6,400-15.6% |
| Admin fee / account holder | $1,778 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |