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 | $71,144 | $106,543-33.2% | $91,220-22.0% | $134,475-47.1% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -16.36% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,564 | $4,719-66.9% | $4,234-63.1% | $6,400-75.6% |
| Admin fee / account holder | $1,581 | $6,231-74.6% | $5,420-70.8% | $11,426-86.2% |