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 | $64,518 | $180,449-64.2% | $154,107-58.1% | $135,375-52.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.13% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,629 | $6,035-73.0% | $5,298-69.3% | $4,779-65.9% |
| Participant deferral / active EE | $4,006 | $5,806-31.0% | $5,081-21.1% | $5,609-28.6% |
| Admin fee / account holder | $16,070 | $16,143-0.5% | $13,411+19.8% | $10,827+48.4% |