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 9-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 | $66,537 | $190,805-65.1% | $159,960-58.4% | $134,475-50.5% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -12.62% | 552.23%-564.9pp | 408.60%-421.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,004 | $4,995-59.9% | $4,226-52.6% | $4,740-57.7% |
| Participant deferral / active EE | $3,853 | $6,923-44.3% | $6,182-37.7% | $6,400-39.8% |
| Admin fee / account holder | $45,581 | $10,471+335.3% | $8,698+424.1% | $11,426+298.9% |