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 | $64,357 | $138,044-53.4% | $125,339-48.7% | $134,475-52.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.15% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,863 | $5,243-7.2% | $4,814+1.0% | $4,740+2.6% |
| Participant deferral / active EE | $9,605 | $7,799+23.2% | $7,446+29.0% | $6,400+50.1% |
| Admin fee / account holder | $13,327 | $11,571+15.2% | $10,010+33.1% | $11,426+16.6% |