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 | $59,412 | $138,044-57.0% | $125,339-52.6% | $134,475-55.8% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -16.28% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,220 | $5,243-0.4% | $4,814+8.5% | $4,740+10.1% |
| Participant deferral / active EE | $9,372 | $7,799+20.2% | $7,446+25.9% | $6,400+46.4% |
| Admin fee / account holder | $3,689 | $11,571-68.1% | $10,010-63.1% | $11,426-67.7% |